Vanguard S&P 500 ETFVOOETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 3,854 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 387 from Q3 2025. 170 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($24.5B), California Public Employees Retirement System ($19.8B) and Raymond James Financial Inc. ($18.4B). 11 famous investors held it, including Prem Watsa (1.8% of Fairfax Financial Holdings's portfolio), Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.4% of Gotham Asset Management's portfolio).
- Company
- Vanguard S&P 500 ETF
- CUSIP
- 922908363
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 170 | $14.1B |
| Exits | 85 | $2.2B |
All 13F filers, Q3 2025 → Q4 2025: 91,623,530 shares bought and 32,191,148 shares sold, net +59,432,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,854 holders
| Vanguard Group Inc. | 0.36% | Add +3.0% | 39,068,508 | $24.5B |
| California Public Employees Retirement System | 11.33% | Add +21.7% | 31,586,839 | $19.8B |
| Raymond James Financial Inc. | 5.73% | Add +3.6% | 29,347,563 | $18.4B |
| Bank of America Corp. | 1.24% | Add +4.4% | 27,086,989 | $17.0B |
| Morgan Stanley | 0.92% | Reduce -3.5% | 24,568,372 | $15.4B |
| Royal Bank of Canada | 2.36% | Add +496.2% | 21,356,933 | $13.4B |
| Goldman Sachs Group Inc. | 1.31% | Add +9.3% | 14,723,638 | $9.2B |
| Jones Financial Companies LLLP | 5.52% | Add +4.7% | 14,438,145 | $9.1B |
| Capula Management Ltd | 48.57% | Add +1487852.0% | 11,903,616 | $7.5B |
| JPMorgan Chase & Co. | 0.49% | Reduce -57.1% | 11,688,493 | $7.3B |
| Acorns Advisers, LLC | 43.23% | Add +2.1% | 9,183,205 | $5.8B |
| Natixis | 20.39% | New | 8,250,224 | $5.2B |
| LPL Financial LLC | 1.17% | Add +7.4% | 6,814,280 | $4.3B |
| Teacher Retirement System of Texas | 14.35% | Add +164.7% | 6,615,774 | $4.1B |
| Envestnet Asset Management Inc. | 1.21% | Reduce -26.1% | 6,497,051 | $4.1B |
| Wells Fargo & Company | 0.76% | Add +5.4% | 6,174,290 | $3.9B |
| Ameriprise Financial Inc. | 0.71% | Add +0.5% | 4,993,237 | $3.1B |
| Mercer Global Advisors Inc. | 4.75% | Add +9.5% | 5,382,675 | $3.1B |
| Cerity Partners LLC | 4.28% | Add +6.4% | 4,684,615 | $2.9B |
| Marshall Wace, LLP | 2.79% | New | 4,580,704 | $2.9B |
| UBS Group AG | 0.50% | Reduce -1.5% | 4,030,702 | $2.5B |
| Clal Insurance Enterprises Holdings Ltd | 14.63% | Add +23.3% | 3,616,622 | $2.3B |
| Bank of New York Mellon Corp | 0.39% | Add +430.3% | 3,559,269 | $2.2B |
| Assetmark, Inc. | 4.43% | Add +3.1% | 3,462,284 | $2.2B |
| Citigroup Inc. | 1.35% | Reduce -2.4% | 3,156,386 | $2.0B |
| Moneta Group Investment Advisors LLC | 14.41% | Add +7.8% | 3,036,683 | $1.9B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.45% | No change | 2,925,650 | $1.8B |
| Corient Private Wealth LP | 2.49% | Add +18.4% | 2,922,560 | $1.8B |
| Kedalion Capital Management LLP | 43.85% | New | 2,847,850 | $1.8B |
| Cambridge Associates LLC /Ma/ | 28.18% | Add +10.2% | 2,745,610 | $1.7B |
| Northwestern Mutual Wealth Management Co. | 1.06% | Add +9.1% | 2,682,140 | $1.7B |
| Focus Partners Wealth | 1.90% | Add +6.3% | 2,662,135 | $1.7B |
| Potomac Fund Management Inc. | 61.32% | New | 2,653,203 | $1.7B |
| HighTower Advisors, LLC | 1.77% | Reduce -3.0% | 2,577,224 | $1.6B |
| Trans-Canada Capital Inc. | 88.64% | Add +20.9% | 2,456,382 | $1.5B |
| Macquarie Group Ltd. | 6.51% | Add +693.1% | 2,371,010 | $1.5B |
| FJ Investments, LLC | 83.65% | Reduce -2.5% | 2,110,580 | $1.3B |
| Cliftonlarsonallen Wealth Advisors, LLC | 19.87% | Add +3.8% | 2,096,375 | $1.3B |
| Truist Financial Corp. | 1.72% | Add +1.6% | 2,049,157 | $1.3B |
| E-L Financial Corp Ltd | 100.00% | Reduce 0.0% | 1,479,844 | $1.3B |
| Alberta Investment Management Corp | 8.15% | Add +22.4% | 1,951,472 | $1.2B |
| Cetera Investment Advisers | 1.33% | Add +4.9% | 1,938,813 | $1.2B |
| Cambridge Investment Research Advisors, Inc. | 3.16% | Reduce -2.6% | 1,903,945 | $1.2B |
| Envestnet Portfolio Solutions, Inc. | 4.10% | Add +1.9% | 1,859,900 | $1.2B |
| Investure, LLC | 63.28% | Add +14.9% | 1,804,877 | $1.1B |
| Glenmede Trust Co. NA | 5.27% | — | 1,772,161 | $1.1B |
| Pathstone Holdings, LLC | 3.95% | Reduce -1.7% | 1,634,496 | $1.0B |
| United Capital Financial Advisors, LLC | 6.04% | Add +3.0% | 1,595,889 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 2.75% | Reduce -5.9% | 1,579,657 | $990.7M |
| Stifel Financial Corp. | 0.88% | Reduce -0.4% | 1,561,259 | $979.1M |
| Fisher Asset Management | 0.33% | Add +0.5% | 1,551,244 | $972.8M |
| Creative Planning | 0.68% | Add +8.5% | 1,513,193 | $949.0M |
| BlackRock, Inc. | 0.02% | Add +181.6% | 1,506,067 | $944.5M |
| Bank of Montreal | 0.38% | Reduce -2.4% | 1,488,405 | $933.4M |
| Provida Pension Fund Administrator | 15.57% | Add +62.8% | 1,435,455 | $900.2M |
| Manufacturers Life Insurance Company, The | 0.74% | Add +3.5% | 1,429,571 | $896.5M |
| Alliancebernstein L.P. | 0.28% | Add +12.2% | 1,413,896 | $886.7M |
| Plante Moran Financial Advisors, LLC | 55.86% | Reduce -6.8% | 1,406,636 | $882.1M |
| Nicholas Hoffman & Company, LLC. | 20.16% | Add +0.2% | 1,386,621 | $869.6M |
| Rockefeller Capital Management L.P. | 1.55% | Add +14.7% | 1,375,839 | $862.8M |
| Freestone Grove Partners LP | 6.22% | Add +1.4% | 1,370,820 | $859.7M |
| Commonwealth Equity Services, LLC | 1.13% | Reduce -0.7% | 1,347,386 | $845.0M |
| JMG Financial Group, Ltd. | 23.61% | Reduce -1.1% | 1,339,289 | $839.9M |
| Osaic Holdings, Inc. | 1.20% | Reduce -10.1% | 1,302,862 | $817.9M |
| Bank of Korea | 35.30% | — | 1,285,416 | $806.1M |
| Country Trust Bank | 13.74% | Add +251.5% | 1,209,937 | $758.8M |
| Captrust Financial Advisors | 1.44% | Add +1.6% | 1,208,818 | $758.1M |
| Varma Mutual Pension Insurance Co | 4.58% | New | 1,207,700 | $757.4M |
| Angeles Investment Advisors, LLC | 49.40% | Reduce -2.7% | 1,180,537 | $740.4M |
| Clearstead Advisors, LLC | 9.26% | New | 1,170,336 | $734.0M |
| Wealthspire Advisors, LLC | 5.77% | Reduce -49.9% | 1,156,962 | $725.6M |
| Systematic Alpha Investments, LLC | 22.16% | No change | 1,132,544 | $710.3M |
| Schroder Investment Management Group | 0.50% | Reduce -9.8% | 1,048,213 | $662.2M |
| Natixis Advisors, LLC | 0.94% | Reduce -4.8% | 1,055,011 | $661.6M |
| Nepc LLC | 13.60% | Add +24.3% | 1,017,491 | $638.1M |
| Pandi, LLC | 98.23% | Reduce -7.0% | 986,384 | $618.6M |
| Summit Trail Advisors, LLC | 10.55% | Reduce -17.4% | 972,830 | $610.1M |
| CIBC Private Wealth Group LLC | 1.00% | Add +14.4% | 941,501 | $590.4M |
| Prudential Financial Inc. | 0.71% | Add +439.3% | 931,299 | $584.0M |
| CIBC Asset Management Inc | 1.40% | Reduce -0.7% | 926,277 | $580.9M |
| Northwestern Mutual Investment Management Company, LLC | 6.74% | Reduce -0.1% | 920,788 | $577.5M |
| Constellation Investments, Inc. | 17.32% | Add +69.2% | 895,000 | $561.3M |
| Wealth Enhancement Advisory Services, LLC | 0.76% | Add +0.5% | 881,778 | $561.0M |
| Diversified Trust Co. | 10.25% | Add +7.2% | 887,525 | $556.6M |
| P/E Global LLC | 40.01% | Add +616.4% | 885,220 | $555.1M |
| Baird Financial Group, Inc. | 0.86% | Add +6.6% | 877,730 | $550.5M |
| Mariner, LLC | 0.64% | Add +2.9% | 858,740 | $538.6M |
| Call To Action Foundation | 100.00% | Reduce -6.8% | 852,551 | $534.7M |
| Rakuten Investment Management, Inc. | 1.78% | No change | 867,009 | $529.0M |
| Capstone Investment Advisors, LLC | 5.28% | Add +35.2% | 829,895 | $520.5M |
| Wealthfront Advisers LLC | 1.14% | Add +2.8% | 812,030 | $509.2M |
| MML Investors Services, LLC | 1.22% | Add +5.8% | 801,052 | $502.4M |
| GenTrust, LLC | 21.08% | Add +3.2% | 776,100 | $486.7M |
| Alerus Financial NA | 23.12% | Add +0.7% | 753,577 | $472.6M |
| Citizens Financial Group Inc. | 6.29% | Add +0.3% | 747,672 | $468.9M |
| Dumac, Inc. | 71.66% | — | 743,880 | $466.5M |
| Nomura Asset Management International Inc. | 0.70% | — | 741,398 | $465.0M |
| Tiaa Trust, National Association | 1.11% | Reduce -3.2% | 740,611 | $464.5M |
| Bessemer Group Inc. | 0.70% | Reduce -3.7% | 724,471 | $454.3M |
| Neuberger Berman Group LLC | 0.33% | Add +1.1% | 701,604 | $440.0M |
| Kensington Asset Management, LLC | 22.53% | Add +13.5% | 690,058 | $435.9M |
| Texas Capital Bank Wealth Management Services Inc | 24.65% | Add +15.0% | 681,295 | $427.3M |
| Cerity Partners OCIO LLC | 22.63% | Reduce -33.2% | 652,230 | $409.0M |
| Analyst IMS Investment Management Services Ltd. | 11.84% | Reduce -21.6% | 647,689 | $406.2M |
| Hollencrest Capital Management | 13.85% | Add +0.7% | 637,700 | $399.9M |
| SWF LLC | 40.07% | No change | 631,823 | $396.2M |
| Wellington Management Group LLP | 0.07% | Reduce -8.6% | 625,197 | $392.1M |
| Quantinno Capital Management LP | 0.78% | Add +26.5% | 620,828 | $389.3M |
| Wedbush Securities Inc. | 11.35% | Add +7.8% | 619,976 | $388.8M |
| NewEdge Advisors, LLC | 1.37% | Add +10.2% | 601,451 | $377.2M |
| Bokf, NA | 5.69% | Reduce -0.1% | 592,711 | $371.7M |
| Beacon Pointe Advisors, LLC | 2.58% | Add +13.1% | 585,411 | $367.1M |
| FMR LLC | 0.02% | Add +9.6% | 582,482 | $365.3M |
| Valmark Advisers, Inc. | 4.49% | Add +2.4% | 579,503 | $363.4M |
| AQR Capital Management | 0.19% | Add +29.6% | 571,170 | $358.2M |
| Keybank National Association | 1.28% | Add +2.0% | 569,337 | $357.0M |
| Acropolis Investment Management, LLC | 16.04% | Reduce -0.1% | 568,515 | $356.5M |
| Fifth Third Bancorp | 1.13% | Reduce -3.0% | 564,729 | $354.2M |
| NorthRock Partners, LLC | 5.87% | Add +18.4% | 554,355 | $347.7M |
| SHP Wealth Management | 26.89% | — | 551,209 | $345.7M |
| Globe Life Inc. | 86.57% | Reduce -2.7% | 549,183 | $344.4M |
| Center for Financial Planning, Inc. | 35.32% | Add +0.7% | 541,356 | $339.5M |
| Old National Bancorp | 5.61% | Add +1.8% | 538,372 | $337.6M |
| Retirement Planning Group, LLC | 10.69% | Add +3.7% | 518,743 | $325.3M |
| Cresset Asset Management, LLC | 1.37% | Add +8.9% | 514,647 | $322.8M |
| Allspring Global Investments Holdings, LLC | 0.52% | Add +12.3% | 509,110 | $319.9M |
| National Philanthropic Trust | 3.16% | Add +5.4% | 509,785 | $319.7M |
| JBF Capital, Inc. | 46.17% | No change | 509,121 | $319.3M |
| Lido Advisors, LLC | 1.26% | Add +1.2% | 513,016 | $317.5M |
| BOK Financial Private Wealth, Inc. | 19.22% | Reduce -0.3% | 500,682 | $314.0M |
| US Bancorp \de | 0.36% | Reduce -1.9% | 491,976 | $308.5M |
| Steward Partners Investment Advisory, LLC | 1.68% | Add +4.4% | 489,170 | $306.8M |
| Ieq Capital, LLC | 0.92% | Add +6.2% | 488,941 | $306.6M |
| Sand Hill Global Advisors, LLC | 10.62% | Reduce -2.5% | 485,490 | $304.5M |
| Sagespring Wealth Partners, LLC | 5.49% | Reduce -1.4% | 1,509,542 | $302.3M |
| Fiera Capital Corp | 0.96% | Reduce -1.9% | 481,937 | $302.2M |
| M&T Bank Corp | 0.96% | Reduce -0.4% | 478,502 | $300.1M |
| Janus Henderson Group PLC | 0.13% | Reduce -2.4% | 476,793 | $299.0M |
| Liquid Strategies, LLC | 64.34% | Reduce -11.6% | 471,333 | $295.6M |
| Keel Point, LLC | 17.75% | Add +4.1% | 469,568 | $294.5M |
| SCS Capital Management LLC | 3.07% | Add +0.0% | 462,701 | $290.2M |
| Harbour Investments, Inc. | 5.88% | Add +6.7% | 462,287 | $289.9M |
| MCF Advisors LLC | 15.90% | Reduce -2.8% | 458,913 | $287.8M |
| Sun Life Financial Inc. | 15.07% | Reduce -6.4% | 457,725 | $287.1M |
| West Virginia University Foundation, Inc | 53.71% | Add +22.4% | 452,174 | $283.6M |
| Norinchukin Bank, The | 3.29% | Add +24.1% | 450,080 | $282.3M |
| Thrivent Financial for Lutherans | 0.51% | Add +75.4% | 445,220 | $280.4M |
| Kestra Advisory Services, LLC | 1.15% | Add +6.7% | 445,834 | $279.6M |
| Northern Trust Corp. | 0.03% | Reduce -0.5% | 432,360 | $271.1M |
| Karpus Management, Inc. | 8.14% | Reduce -4.7% | 422,908 | $265.2M |
| First Manhattan Co. Llc. | 0.69% | Reduce -11.3% | 421,733 | $264.5M |
| Brown Advisory Inc. | 0.37% | Add +16.4% | 419,594 | $263.1M |
| Robertson Stephens Wealth Management, LLC | 7.32% | Add +1.6% | 414,081 | $259.7M |
| Axis Capital Holdings Ltd. | 91.09% | No change | 413,884 | $259.6M |
| Smithfield Trust Co | 11.46% | Reduce -1.1% | 413,101 | $259.1M |
| Itau Unibanco Holding S.A. | 6.31% | Add +22.0% | 410,577 | $257.5M |
| USS Investment Management Ltd | 1.27% | Reduce -62.8% | 406,404 | $254.8M |
| Exchange Traded Concepts, LLC | 2.12% | Add +1.1% | 405,962 | $254.6M |
| Employees Retirement System of Texas | 2.41% | New | 403,400 | $253.0M |
| Invictus Private Wealth, LLC | 15.30% | Add +4.7% | 403,160 | $252.8M |
| Makena Capital Management LLC | 30.21% | Reduce -21.1% | 401,937 | $252.1M |
| Allianz Asset Management GmbH | 0.29% | Reduce -6.1% | 399,194 | $250.3M |
| Sanctuary Advisors, LLC | 1.36% | Add +1.5% | 397,484 | $249.3M |
| Janney Montgomery Scott LLC | 0.57% | Add +0.2% | 395,782 | $248.2M |
| TSG Advice Partners, LLC | 37.82% | — | 395,063 | $247.8M |
| Farther Finance Advisors, LLC | 2.58% | Add +22.2% | 383,021 | $240.2M |
| Wit, LLC | 4.81% | Add +309.5% | 382,779 | $240.1M |
| Regions Financial Corp. | 1.54% | Add +0.3% | 382,636 | $240.0M |
| Lincoln National Corp. | 7.00% | Reduce -0.4% | 381,655 | $239.3M |
| Fusion Family Wealth, LLC | 18.10% | Add +1.9% | 380,778 | $238.8M |
| Blair William & Co. | 0.63% | Add +13.7% | 375,230 | $235.3M |
| Sageworth Trust Co | 10.02% | Add +5.1% | 372,915 | $233.9M |
| Stratos Wealth Partners, LTD. | 2.66% | Reduce -1.1% | 372,650 | $233.7M |
| New York Life Insurance Co. | 51.17% | No change | 372,170 | $233.4M |
| SBI Securities Co., Ltd. | 5.97% | Reduce -0.1% | 369,998 | $232.0M |
| Coldstream Capital Management Inc. | 2.96% | Add +0.9% | 363,127 | $227.7M |
| Gleason Group, Inc. | 22.17% | Reduce -0.0% | 360,592 | $226.1M |
| Steel Grove Capital Advisors, LLC | 23.33% | Add +3.5% | 357,525 | $224.2M |
| Welch Capital Partners LLC | 44.65% | Reduce -0.1% | 355,231 | $222.8M |
| EP Wealth Advisors, LLC | 1.15% | — | 353,724 | $221.8M |
| Powers Capital, LLC | 99.07% | No change | 350,822 | $220.0M |
| Trajan Wealth LLC | 9.05% | Reduce -1.6% | 346,296 | $217.2M |
| Pinnacle Financial Partners, Inc. | 1.64% | — | 345,478 | $216.7M |
| AE Wealth Management LLC | 1.22% | Add +1.9% | 338,280 | $212.1M |
| Bartlett & Co. Wealth Management LLC | 2.76% | Add +0.1% | 336,080 | $210.8M |
| Means Investment Co., Inc. | 17.73% | Add +7.1% | 335,586 | $210.5M |
| First American Financial Corp | 56.11% | Add +23.9% | 334,066 | $209.5M |
| Retirement Systems of Alabama | 0.68% | Reduce -4.7% | 332,799 | $208.7M |
| GeoWealth Management, LLC | 7.69% | Add +2.7% | 332,774 | $208.7M |
| DAVENPORT & Co LLC | 1.13% | Add +17.1% | 332,599 | $208.6M |
| Wallace Foundation | 100.00% | — | 328,152 | $205.8M |
| Savvy Advisors, Inc. | 6.61% | Add +42.0% | 326,075 | $204.5M |
| Albion Financial Group | 12.70% | Reduce -1.3% | 325,357 | $204.0M |
| TRB Advisors LP | 47.74% | Reduce -31.6% | 325,000 | $203.8M |
| Equitable Trust Co. | 9.06% | Add +2.9% | 323,425 | $202.8M |
| Jabodon PT Co. | 26.77% | New | 322,647 | $202.3M |
| Human Investing LLC | 28.08% | Add +3.2% | 317,084 | $198.9M |
| AMG National Trust Bank | 4.68% | Add +10.3% | 316,444 | $198.5M |
| Blue Trust, Inc. | 2.23% | Reduce -1.7% | 315,339 | $197.8M |
| Betterment LLC | 0.37% | Add +2.9% | 312,521 | $196.0M |
| Zhang Financial LLC | 7.27% | Add +2.5% | 310,861 | $195.0M |
| Vestmark Advisory Solutions, Inc. | 2.63% | Add +31.0% | 310,808 | $194.9M |
| Intrust Bank NA | 16.14% | Reduce -2.0% | 310,766 | $194.9M |
| &partners | 1.00% | Add +80.1% | 304,035 | $191.1M |
| Equitable Holdings, Inc. | 1.30% | Add +6.7% | 302,489 | $189.7M |
| Lockheed Martin Investment Management Co. | 6.30% | Reduce -3.0% | 300,700 | $188.6M |
| Private Advisor Group, LLC | 0.87% | Reduce -6.9% | 294,380 | $184.6M |
| Taiyo Life Insurance Co. | 15.57% | No change | 290,100 | $181.9M |
| OneDigital Investment Advisors LLC | 1.78% | Reduce -1.9% | 289,976 | $181.9M |
| Peapack Gladstone Financial Corp. | 2.29% | Add +3.8% | 289,525 | $181.6M |
| American Trust | 15.25% | Reduce -6.9% | 289,240 | $181.4M |
| Sterling Capital Management LLC | 2.94% | Reduce -4.0% | 287,591 | $180.4M |
| Concurrent Investment Advisors, LLC | 2.06% | Add +16.5% | 287,584 | $180.4M |
| TLT Family Holdco ULC | 19.67% | Reduce -9.5% | 285,650 | $179.1M |
| Glassman Wealth Services | 24.12% | Add +0.8% | 285,053 | $178.8M |
| Wescott Financial Advisory Group, LLC | 15.56% | Reduce -3.1% | 284,296 | $178.3M |
| State Farm Mutual Automobile Insurance Co. | 0.14% | Add +43.8% | 284,075 | $178.2M |
| Merit Financial Group, LLC | 1.42% | Reduce -4.2% | 282,059 | $176.9M |
| State of Tennessee, Department of Treasury | 0.57% | Reduce -5.2% | 277,910 | $176.8M |
| Hardy Reed LLC | 12.57% | Add +0.3% | 281,146 | $176.3M |
| GoalVest Advisory LLC | 33.18% | Add +5.5% | 276,212 | $173.2M |
| Fairfield University | 85.53% | Reduce -2.3% | 270,794 | $169.8M |
| Circle Wealth Management, LLC | 2.61% | Add +87.6% | 270,210 | $169.5M |
| Chicago Partners Investment Group LLC | 4.16% | Add +2.6% | 266,263 | $168.8M |
| World Investment Advisors | 2.75% | Add +9.9% | 267,475 | $167.7M |
| Greenwood Gearhart LLC | 9.16% | Reduce -2.4% | 265,400 | $166.4M |
| D.A. Davidson & Co. | 1.02% | Add +2.9% | 264,661 | $166.0M |
| Federation des caisses Desjardins du Quebec | 0.63% | Reduce -0.3% | 261,155 | $163.8M |
| Opus Capital Group, LLC | 17.60% | Reduce -1.9% | 259,044 | $162.5M |
| Allen Investment Management, LLC | 1.80% | Add +0.3% | 258,455 | $162.1M |
| Choreo, LLC | 2.06% | Add +14.9% | 256,152 | $161.8M |
| Savant Capital, LLC | 0.92% | Add +13.8% | 257,191 | $161.3M |
| Venturi Wealth Management, LLC | 7.15% | Add +2.7% | 256,931 | $161.1M |
| Lutz Financial Services LLC | 10.81% | Add +2.7% | 253,536 | $159.0M |
| BIP Wealth, LLC | 5.57% | Add +62.6% | 251,628 | $157.8M |
| Global Wealth Strategies & Associates | 38.89% | Add +1.8% | 248,751 | $156.0M |
| United Services Automobile Association | 9.82% | Add +27.9% | 247,379 | $155.1M |
| Bogart Wealth, LLC | 6.20% | Reduce -0.1% | 246,361 | $154.5M |
| Banco Santander, S.A. | 1.15% | Add +11.4% | 245,748 | $154.1M |
| Permanent Capital Management, LP | 30.00% | Add +0.9% | 245,519 | $154.0M |
| Stephens Greth Foundation | 88.48% | — | 245,401 | $153.9M |
| Bouchey Financial Group, Ltd. | 11.42% | Add +2668.3% | 242,835 | $152.3M |
| Southern Farm Bureau Life Insurance | 15.72% | Add +21.9% | 242,780 | $152.2M |
| Securian Asset Management, Inc. | 5.74% | Add +304.7% | 241,230 | $151.3M |
| Hirtle & Co., LLC | 5.74% | Reduce -4.0% | 238,056 | $149.3M |
| Nissay Asset Management Corp. /Japan | 0.77% | No change | 236,572 | $148.4M |
| First Western Trust Bank | 7.28% | Reduce -4.2% | 236,042 | $148.0M |
| Forvis Mazars Wealth Advisors, LLC | 2.79% | Reduce -2.2% | 236,007 | $148.0M |
| Wiser Wealth Management, Inc | 32.50% | Add +0.5% | 233,095 | $146.2M |
| Condor Capital Management | 11.59% | Reduce -0.7% | 228,320 | $143.2M |
| ALM First Financial Advisors, LLC | 28.35% | Reduce -6.6% | 261,088 | $143.2M |
| Strategic Investment Advisors / MI | 12.37% | Add +227.2% | 227,965 | $143.0M |
| Millburn Ridgefield LLC | 3.41% | Reduce -0.7% | 227,957 | $143.0M |
| Catalyst Capital Advisors LLC | 2.94% | Reduce -0.7% | 227,957 | $143.0M |
| Litman Gregory Wealth Management LLC | 10.40% | Reduce -8.6% | 226,423 | $142.0M |
| Korea Investment CORP | 0.28% | Add +39.6% | 224,898 | $141.0M |
| Clarius Group, LLC | 7.95% | Reduce -0.9% | 222,141 | $139.3M |
| Cwm, LLC | 0.38% | Reduce -3.6% | 220,765 | $138.4M |
| OP Asset Management Ltd | 1.63% | No change | 219,490 | $137.6M |
| Steele Capital Management, Inc. | 5.89% | Add +1.1% | 218,957 | $137.3M |
| Tectonic Advisors LLC | 7.21% | Add +6.6% | 217,890 | $136.6M |
| NewEdge Wealth, LLC | 1.54% | Add +303.4% | 217,086 | $136.1M |
| Yarbrough Capital, LLC | 4.23% | No change | 216,447 | $135.7M |
| Fund Evaluation Group, LLC | 4.37% | Reduce -0.3% | 210,473 | $132.0M |
| Perigon Wealth Management, LLC | 2.31% | Add +96.0% | 205,787 | $129.1M |
| Prime Capital Investment Advisors, LLC | 1.57% | Reduce -4.5% | 205,731 | $129.0M |
| Orion Porfolio Solutions, LLC | 0.94% | Add +6.5% | 205,106 | $128.6M |
| William Marsh Rice University | 63.01% | Add +75.0% | 204,415 | $128.2M |
| Keewaydin Investments LLC | 34.00% | — | 203,790 | $127.8M |
| PNC Financial Services Group, Inc. | 0.07% | Add +28.2% | 203,595 | $127.7M |
| Bank Hapoalim BM | 11.43% | Add +0.0% | 202,733 | $127.1M |
| Caprock Group, LLC | 2.68% | Reduce -2.3% | 201,947 | $126.6M |
| Ancora Advisors LLC | 2.61% | Reduce -0.1% | 201,751 | $126.5M |
| Agf Management Ltd. | 0.55% | Reduce -6.6% | 200,598 | $125.8M |
| Mayport, LLC | 25.23% | Reduce -0.6% | 199,759 | $125.3M |
| StoneX Group Inc. | 5.43% | Add +0.3% | 199,328 | $125.0M |
| Affiance Financial, LLC | 19.98% | Add +0.2% | 197,900 | $124.1M |
| HSBC Holdings PLC | 0.07% | Add +10.2% | 197,182 | $123.7M |
| Arrow Financial Corp | 12.33% | Reduce -7.1% | 197,217 | $123.7M |
| Amtrust Financial Services, Inc. | 39.23% | No change | 196,400 | $123.2M |
| HB Wealth Management, LLC | 0.79% | Add +1.9% | 193,868 | $121.6M |
| Waverly Advisors, LLC | 0.98% | Add +165.3% | 193,364 | $121.3M |
| Performa Ltd (US), LLC | 30.24% | Add +14.8% | 190,013 | $119.2M |
| Wedmont Private Capital | 4.14% | Add +9.8% | 187,783 | $119.1M |
| American Family Investments, Inc. | 4.24% | Add +10.0% | 187,733 | $117.7M |
| RMR Wealth Builders | 9.42% | Add +3.9% | 187,658 | $117.7M |
| Charles Schwab Trust Co | 7.73% | Reduce -1.1% | 187,611 | $117.7M |
| J. Safra Sarasin Holding AG | 1.91% | Add +0.3% | 187,009 | $117.3M |
| Atria Investments, Inc | 1.33% | Add +9.2% | 186,940 | $117.2M |
| Apollon Wealth Management, LLC | 2.03% | Add +1.3% | 186,853 | $117.2M |
| Liberty Mutual Group Asset Management Inc. | 11.00% | New | 184,247 | $115.5M |
| Partners Capital Investment Group, LLP | 4.28% | Reduce -7.6% | 182,948 | $114.7M |
| Callan Family Office, LLC | 2.46% | Add +2254.9% | 182,668 | $114.6M |
| Sei Investments Co. | 0.11% | Add +7.0% | 180,661 | $113.3M |
| RFG Holdings, Inc. | 28.40% | Add +1.6% | 180,604 | $113.3M |
| Gotham Asset Management | 0.41% | Add +14.2% | 180,596 | $113.3M |
| Aspiriant, LLC | 3.25% | Add +14.6% | 180,170 | $113.0M |
| Sepio Capital, LP | 6.17% | Add +6.4% | 179,859 | $112.8M |
| Efficient Advisors, LLC | 6.56% | Reduce -2.2% | 179,276 | $112.4M |
| Arkos Global Advisors | 14.35% | Reduce -2.9% | 178,483 | $111.9M |
| Crane Advisory, LLC | 16.83% | Reduce -1.9% | 174,081 | $111.3M |
| Compass Financial Group, INC | 15.77% | Add +3.2% | 176,110 | $110.4M |
| Quest Investment Management LLC | 11.80% | New | 174,358 | $109.3M |
| Advisor OS, LLC | 8.77% | Add +5.0% | 173,663 | $108.9M |
| Redwood Investment Management, LLC | 12.12% | Reduce -1.1% | 171,940 | $107.8M |
| Evoke Wealth, LLC | 2.07% | Add +0.9% | 171,537 | $107.6M |
| WASHINGTON TRUST Co | 3.47% | Add +1.6% | 169,390 | $106.2M |
| Common Fund for Nonprofit Organizations | 8.58% | Reduce -4.7% | 168,431 | $105.6M |
| Proffitt & Goodson Inc. | 14.65% | Add +1.1% | 167,176 | $104.8M |
| One Day In July LLC | 8.54% | Reduce -6.3% | 165,705 | $103.9M |
| Ironclad Investments LLC | 48.15% | No change | 164,258 | $103.0M |
| Conrad Siegel Investment Advisors, Inc. | 19.37% | Add +0.8% | 162,851 | $102.1M |
| CJM Wealth Advisers, Ltd. | 30.52% | Add +0.1% | 162,695 | $102.0M |
| Angeles Wealth Management, LLC | 5.63% | Add +16.6% | 162,688 | $102.0M |
| Scotia Capital Inc. | 0.41% | Add +3.7% | 162,506 | $101.9M |
| Pure Financial Advisors, LLC | 1.52% | Add +4.3% | 161,991 | $101.6M |
| Mgo One Seven LLC | 2.07% | Reduce -13.8% | 161,462 | $101.3M |
| Goldstone Financial Group, LLC | 11.27% | Add +4.2% | 161,267 | $101.1M |
| Comerica Bank | 0.40% | Add +0.7% | 159,051 | $99.7M |
| Mill Creek Capital Advisors, LLC | 2.02% | Reduce -7.5% | 157,728 | $98.9M |
| Ensign Peak Advisors, Inc | 0.17% | Reduce -2.5% | 156,342 | $98.0M |
| SilverOak Wealth Management LLC | 15.36% | Reduce -0.8% | 156,251 | $98.0M |
| Obermeyer Wealth Partners | 4.46% | Add +2.7% | 155,497 | $97.5M |
| Summit Financial, LLC | 1.43% | Add +1.9% | 155,474 | $97.5M |
| Empire Life Investments Inc. | 5.44% | Add +4.1% | 154,049 | $96.6M |
| Midwest Trust Co | 1.19% | Add +36.8% | 152,130 | $95.4M |
| WestHill Financial Advisors, Inc. | 18.12% | Reduce -0.2% | 152,088 | $95.4M |
| BCS Wealth Management | 9.62% | Add +117.7% | 151,815 | $95.2M |
| Go Invest LLC | 31.16% | — | 151,227 | $94.8M |
| MJP Associates Inc. | 11.79% | Add +1.6% | 150,351 | $94.3M |
| Silphium Asset Management Ltd | 39.88% | Add +28.7% | 150,000 | $94.1M |
| Simon Quick Advisors, LLC | 4.11% | Add +3.0% | 149,999 | $94.1M |
| West Financial Advisors, LLC | 15.82% | Reduce -7.1% | 149,519 | $93.8M |
| Composition Wealth, LLC | 1.34% | Add +1.5% | 149,365 | $93.7M |
| Wealthcare Advisory Partners LLC | 1.84% | Reduce -1.4% | 149,344 | $93.7M |
| Bell Bank | 4.00% | Reduce -17.2% | 149,089 | $93.5M |
| Manning & Napier Advisors LLC | 1.21% | Add +4.8% | 147,940 | $93.5M |
| Beaird Harris Wealth Management, LLC | 6.31% | Add +9.0% | 146,086 | $91.6M |
| Franklin Resources Inc. | 0.02% | Add +92.8% | 145,501 | $91.2M |
| Trevian Wealth Management LLC | 43.14% | Add +2.5% | 144,976 | $90.9M |
| Stordahl Capital Management, Inc. | 18.70% | Reduce -1.1% | 144,889 | $90.9M |
| Cambridge Advisors Inc. | 17.24% | Reduce -1.6% | 144,374 | $90.5M |
| MAI Capital Management | 0.52% | Add +7.1% | 143,912 | $90.3M |
| CFO4Life Group, LLC | 12.82% | Reduce -1.4% | 143,379 | $89.9M |
| Aptus Capital Advisors, LLC | 0.76% | Add +11.2% | 143,165 | $89.8M |
| Webster Bank, N. A. | 8.40% | Add +1.8% | 142,704 | $89.5M |
| Mesirow Financial Investment Management, Inc. | 1.84% | Reduce -28.6% | 142,674 | $89.5M |
| Turtle Creek Wealth Advisors, LLC | 6.99% | Add +20.0% | 141,553 | $88.8M |
| Syntegra Private Wealth Group, LLC | 8.07% | Add +5.0% | 140,174 | $87.9M |
| Pinion Investment Advisors, LLC | 21.33% | Add +2.3% | 139,365 | $87.4M |
| Kingsview Wealth Management, LLC | 1.24% | Add +12.1% | 137,067 | $86.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 14.95% | Reduce -0.2% | 135,626 | $85.1M |
| Brookstone Capital Management | 0.96% | Add +8.1% | 133,805 | $83.9M |
| Fortune 45 LLC | 40.03% | Add +3.7% | 133,219 | $83.7M |
| Daymark Wealth Partners, LLC | 2.66% | Add +41.0% | 132,968 | $83.4M |
| Proficio Capital Partners LLC | 5.81% | Reduce -41.8% | 131,985 | $82.8M |
| Jefferies Financial Group Inc. | 0.69% | Add +0.2% | 131,444 | $82.4M |
| Brio Consultants, LLC | 10.68% | Add +0.5% | 131,014 | $82.2M |
| Hamilton Capital Partners Inc. | 3.00% | Add +34.1% | 130,239 | $81.7M |
| Connective Capital Management, LLC | 47.93% | New | 130,110 | $81.6M |
| AmeriServ Wealth Advisors | 47.13% | Reduce -1.3% | 129,262 | $81.1M |
| Elevation Point Wealth Partners, LLC | 3.90% | Add +44.4% | 129,073 | $80.9M |
| Standard Family Office LLC | 84.86% | No change | 127,386 | $79.9M |
| Capital Group Private Client Services, Inc. | 1.27% | Add +4.2% | 127,232 | $79.8M |
| Francis Financial, Inc. | 15.48% | Reduce -0.1% | 126,064 | $79.1M |
| Fidato Wealth LLC | 50.41% | Add +1.6% | 125,821 | $78.9M |
| CoreCap Advisors, LLC | 2.75% | Reduce -0.2% | 125,459 | $78.7M |
| MA Private Wealth | 12.79% | Reduce -15.1% | 122,209 | $76.6M |
| Trust Co of Tennessee | 15.19% | Add +35.7% | 121,922 | $76.5M |
| Grove Bank & Trust | 8.57% | Add +1.6% | 121,504 | $76.2M |
| Kinsale Capital Group, Inc. | 12.64% | Add +36.8% | 121,379 | $76.1M |
| Summit Wealth Group, LLC | 17.73% | Add +0.1% | 121,058 | $75.9M |
| Evermay Wealth Management LLC | 8.50% | Reduce -1.6% | 120,828 | $75.8M |
| Selective Wealth Management, Inc. | 23.60% | Reduce -2.5% | 118,716 | $75.6M |
| Elm Partners Management LLC | 3.43% | Add +32.9% | 120,434 | $75.5M |
| Fiduciary Wealth Partners, LLC | 30.96% | Reduce -1.1% | 120,381 | $75.5M |
| Dunhill Financial, LLC | 23.72% | Reduce -3.1% | 119,887 | $75.2M |
| Scott Capital Advisors, LLC | 16.63% | Reduce -0.8% | 119,698 | $75.1M |
| BOCHK Asset Management Ltd | 19.93% | No change | 119,000 | $74.6M |
| Ciovacco Capital Management LLC | 37.32% | Reduce -1.1% | 118,810 | $74.5M |
| Oldfather Financial Services, LLC | 21.92% | Reduce -2.3% | 117,397 | $73.6M |
| J.W. Cole Advisors, Inc. | 1.78% | Reduce -8.6% | 139,225 | $73.4M |
| SoundView Advisors Inc. | 25.59% | Reduce -8.3% | 116,948 | $73.3M |
| Larson Financial Group LLC | 2.43% | Reduce -10.2% | 115,783 | $72.6M |
| HRT Financial LP | 0.23% | Add +386.5% | 115,777 | $72.6M |
| Investment Research & Advisory Group, Inc. | 23.87% | Reduce -0.9% | 114,991 | $72.1M |
| Petersen Hastings Wealth Advisors Inc. | 6.92% | — | 114,916 | $72.1M |
| Axxcess Wealth Management, LLC | 1.28% | Add +162.1% | 114,824 | $72.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 17.85% | Reduce -4.2% | 112,994 | $71.9M |
| Standpoint Asset Management, LLC | 16.42% | Reduce -3.4% | 114,600 | $71.9M |
| Stephens Inc. | 0.89% | Add +9.1% | 113,894 | $71.4M |
| Commerce Bank | 0.39% | Add +5.6% | 113,199 | $71.0M |
| Prudential PLC | 0.57% | No change | 113,192 | $71.0M |
| Certuity, LLC | 4.46% | Add +5.9% | 113,015 | $70.9M |
| Northeast Investment Management | 2.77% | Add +1.9% | 112,924 | $70.8M |
| Factory Mutual Insurance Co. | 0.72% | Reduce -36.6% | 112,887 | $70.8M |
| Lansing Street Advisors | 18.06% | Reduce -1.1% | 111,946 | $70.2M |
| David Kennon Inc | 24.91% | Reduce -2.3% | 111,761 | $70.1M |
| O'shaughnessy Asset Management, LLC | 0.38% | Add +1.7% | 111,149 | $69.7M |
| Allworth Financial LP | 0.28% | Add +2.6% | 110,292 | $69.2M |
| Fifth Third Securities, Inc. | 4.48% | Reduce -1.9% | 109,292 | $68.5M |
| West Paces Advisors Inc. | 13.23% | Add +1.3% | 109,074 | $68.4M |
| Evercore Wealth Management, LLC | 1.00% | Add +28.8% | 108,649 | $68.1M |
| Geneos Wealth Management Inc. | 1.65% | Add +24.6% | 107,407 | $67.4M |
| Valeo Financial Advisors, LLC | 1.49% | Reduce -2.9% | 106,623 | $66.9M |
| Brighton Securities Corp. | 32.85% | Add +0.8% | 106,136 | $66.6M |
| Stephens Consulting, LLC | 21.44% | Add +0.8% | 105,780 | $66.3M |
| National Bank of Canada | 0.07% | Add +15.8% | 104,814 | $65.7M |
| TradeWell Securities, LLC. | 25.56% | Add +1.3% | 104,720 | $65.7M |
| AJ Advisors, LLC | 24.18% | Add +4.3% | 104,452 | $65.5M |
| Sierra Capital LLC | 6.91% | Reduce -0.9% | 104,183 | $65.3M |
| Progeny 3, Inc. | 3.49% | No change | 103,300 | $64.8M |
| Hill Island Financial LLC | 15.47% | Add +0.5% | 103,094 | $64.7M |
| Kestra Private Wealth Services, LLC | 0.80% | Reduce -0.1% | 103,022 | $64.6M |
| Ballentine Partners, LLC | 0.91% | Reduce -4.4% | 102,794 | $64.5M |
| Moody National Bank Trust Division | 6.20% | Add +5.1% | 102,704 | $64.4M |
| Rathbones Group PLC | 0.25% | Reduce -2.1% | 102,195 | $64.1M |
| Nadler Financial Group, Inc. | 5.95% | Reduce -0.5% | 102,011 | $64.0M |
| Acorn Financial Advisory Services Inc. | 9.42% | Add +0.1% | 101,741 | $63.8M |
| Rehmann Capital Advisory Group | 3.31% | Add +26.8% | 101,313 | $63.6M |
| Summitas Investment Management LLC | 47.64% | — | 100,968 | $63.3M |
| Jasper Ridge Partners, L.P. | 1.39% | Reduce -3.5% | 100,368 | $62.9M |
| Crestmont Private Wealth LLC | 20.09% | Add +0.2% | 98,561 | $61.8M |
| Deutsche Bank AG | 0.02% | Add +8.3% | 98,434 | $61.7M |
| Money Concepts Capital Corp. | 3.43% | Add +22.1% | 97,525 | $61.2M |
| Gentry Private Wealth, LLC | 38.47% | Add +5.1% | 97,347 | $61.0M |
| Roundview Capital LLC | 3.75% | Add +1.2% | 97,141 | $60.9M |
| Rolek Wealth Management LLC | 41.52% | Add +7.5% | 96,571 | $60.6M |
| Guardian Wealth Advisors, LLC / NC | 3.80% | Add +0.9% | 96,484 | $60.5M |
| Twele Capital Management, Inc. | 10.79% | Add +0.4% | 96,280 | $60.4M |
| CENTRAL TRUST Co | 1.18% | Add +6.7% | 96,211 | $60.3M |
| Fiduciary Group, LLC | 5.06% | Add +14.7% | 96,125 | $60.3M |
| Power Alpha Investment Ltd | 6.18% | — | 95,800 | $60.1M |
| New England Asset Management Inc. | 8.15% | Add +3.4% | 95,755 | $60.1M |
| Simplicity Wealth,LLC | 3.55% | Reduce -6.7% | 95,049 | $59.6M |
| Mutual Advisors, LLC | 1.27% | Add +3.4% | 94,448 | $59.2M |
| TD Waterhouse Canada Inc. | 0.37% | Add +73.5% | 94,347 | $59.2M |
| Karnit Road Accident Victims Compensation Fund | 33.32% | — | 94,007 | $59.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 8.17% | No change | 94,007 | $59.0M |
| Safir Wealth Advisors, LLC | 41.25% | Reduce -2.4% | 93,802 | $58.8M |
| Fragasso Financial Advisors Inc | 3.56% | Reduce -0.2% | 93,707 | $58.8M |
| Tenon Financial LLC | 24.76% | Add +17.8% | 93,676 | $58.7M |
| Next Level Wealth Planning, LLC | 31.15% | Add +2.7% | 93,333 | $58.5M |
| IFG Advisors, LLC | 9.72% | Add +5.2% | 93,096 | $58.4M |
| AlphaCore Capital LLC | 1.31% | Add +3.3% | 92,808 | $58.2M |
| Oppenheimer & Co. Inc. | 0.83% | Add +7.8% | 92,739 | $58.2M |
| Hillcrest Wealth Advisors - NY, LLC | 25.01% | Add +0.1% | 92,635 | $58.1M |
| Souders Financial Advisors | 6.65% | Reduce -0.8% | 92,612 | $58.1M |
| Warren Street Wealth Advisors, LLC | 16.46% | Reduce -3.0% | 91,374 | $57.3M |
| Kearns & Associates LLC | 29.46% | Reduce -0.3% | 90,937 | $57.0M |
| Level Financial Advisors | 15.04% | Add +1.9% | 90,688 | $56.9M |
| Optas, LLC | 8.89% | Reduce -6.0% | 90,622 | $56.8M |
| Fort Point Capital Partners LLC | 6.88% | Add +18.9% | 89,229 | $56.8M |
| Gladstone Institutional Advisory LLC | 2.12% | Reduce -0.6% | 89,455 | $56.1M |
| Range Advisory, LLC | 14.39% | — | 88,970 | $55.8M |
| Headlands Technologies LLC | 4.61% | Add +250.0% | 88,151 | $55.3M |
| Freestone Capital Holdings, LLC | 1.63% | Add +2.6% | 87,882 | $55.1M |
| Advanced Asset Management Advisors Inc | 14.98% | Add +0.1% | 87,471 | $54.9M |
| Rwa Wealth Partners, LLC | 0.60% | Add +19.7% | 86,969 | $54.5M |
| Citadel Advisors | 0.04% | Reduce -44.0% | 86,892 | $54.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 6.49% | — | 85,748 | $53.8M |
| EMC Capital Management | 23.80% | Add +1.1% | 84,254 | $53.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.96% | Reduce -3.1% | 85,358 | $53.5M |
| Topsail Wealth Management, LLC | 7.84% | Add +39.7% | 85,292 | $53.5M |
| 3Chopt Investment Partners, LLC | 11.95% | Add +3.5% | 85,011 | $53.3M |
| AlTi Global, Inc. | 1.14% | Add +0.5% | 84,859 | $53.2M |
| Compound Planning, Inc. | 1.57% | Add +5.2% | 84,447 | $53.0M |
| Drucker Wealth 3.0, LLC | 9.26% | Add +4.4% | 83,964 | $52.7M |
| Crescent Grove Advisors, LLC | 4.98% | Add +0.2% | 83,555 | $52.4M |
| Taikang Asset Management (Hong Kong) Co Ltd | 5.17% | Reduce -22.2% | 83,414 | $52.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -55.1% | 83,341 | $52.3M |
| Resolute Advisors LLC | 16.97% | Add +4.2% | 82,979 | $52.0M |
| HBW Advisory Services LLC | 5.65% | Reduce -0.1% | 82,977 | $52.0M |
| Storen Legacy Partners, LLC | 16.30% | — | 82,837 | $51.9M |
| Sage Mountain Advisors LLC | 2.75% | Add +1.3% | 82,836 | $51.9M |
| Mitchell McLeod Pugh & Williams Inc. | 7.40% | Add +2.8% | 81,172 | $51.8M |
| Rooted Wealth Advisors, Inc. | 14.51% | Reduce -0.7% | 81,725 | $51.6M |
| CANADA LIFE ASSURANCE Co | 0.09% | Reduce -3.0% | 81,584 | $51.2M |
| Boyd Wealth Management, LLC | 21.71% | Reduce -0.9% | 81,632 | $51.2M |
| Sage Financial Group Inc. | 3.39% | Reduce -0.4% | 81,607 | $51.2M |
| Salomon & Ludwin, LLC | 4.52% | Reduce -2.1% | 80,896 | $51.2M |
| CreativeOne Wealth, LLC | 1.24% | Add +36.9% | 81,593 | $51.2M |
| Fort Washington Investment Advisors Inc. | 0.27% | Add +2.6% | 81,402 | $51.0M |
| Innovative Wealth Building LLC | 37.07% | Add +10.9% | 81,093 | $50.9M |
| Sompo Asset Management Co., Ltd. | 8.70% | Reduce -1.3% | 80,918 | $50.7M |
| Global Retirement Partners, LLC | 0.90% | Add +4.7% | 80,877 | $50.7M |
| Foundations Investment Advisors, LLC | 0.67% | Add +8.4% | 80,851 | $50.7M |
| Sigma Planning Corp | 1.39% | Add +1.1% | 80,619 | $50.5M |
| Marex Group Ltd | 0.55% | Add +70.4% | 80,351 | $50.4M |
| Fiduciary Trust Co | 0.57% | Reduce -2.2% | 79,804 | $50.0M |
| Pioneer Family Office, LLC | 33.78% | — | 79,718 | $50.0M |
| Allianz SE | 0.64% | Add +44.1% | 79,361 | $49.8M |
| ForthRight Wealth Management, LLC | 14.23% | Reduce -1.9% | 78,913 | $49.5M |
| HBK Sorce Advisory LLC | 1.14% | Reduce -4.0% | 77,874 | $49.5M |
| Integrated Wealth Concepts LLC | 0.59% | Reduce -32.4% | 78,774 | $49.4M |
| Greenleaf Trust | 0.45% | Reduce -0.3% | 78,354 | $49.1M |
| First Financial Bankshares Inc | 0.99% | Add +507.8% | 78,126 | $49.0M |
| TD Private Client Wealth LLC | 1.03% | Add +1.4% | 77,056 | $48.3M |
| BCK Partners, Inc. | 25.91% | Reduce -4.6% | 76,456 | $47.9M |
| Kickstand Ventures, Llc. | 10.05% | Add +1.5% | 76,027 | $47.7M |
| Lepercq De Neuflize Asset Management LLC | 27.29% | Add +0.3% | 75,989 | $47.7M |
| Steph & Co. | 13.70% | Reduce -0.8% | 75,772 | $47.5M |
| Landmark Wealth Management, Inc. | 17.80% | Add +1.9% | 75,165 | $47.1M |
| Diversify Advisory Services, LLC | 1.49% | Add +0.8% | 73,917 | $47.0M |
| Sheets Smith Wealth Management | 5.14% | Add +5.0% | 74,641 | $46.8M |
| Sellwood Investment Partners LLC | 18.18% | Reduce -0.6% | 74,237 | $46.6M |
| Associated Banc-Corp | 1.19% | Reduce -2.1% | 74,231 | $46.6M |
| Ashton Thomas Securities, LLC | 8.79% | Add +12.4% | 73,806 | $46.3M |
| Passaic Partners LLC | 4.79% | Reduce -12.0% | 73,782 | $46.3M |
| Oak Harvest Investment Services | 5.03% | Add +1.0% | 73,501 | $46.1M |
| GreatBanc Trust CO | 32.46% | Reduce -2.1% | 73,462 | $46.1M |
| Avior Wealth Management, LLC | 1.43% | Reduce -0.7% | 73,251 | $45.9M |
| Fulton Bank, N.A. | 1.59% | Add +8.5% | 73,157 | $45.9M |
| Johnson Investment Counsel Inc. | 0.37% | Add +2.7% | 73,139 | $45.9M |
| Landmark Wealth Management, LLC | 17.55% | Add +10.4% | 73,123 | $45.9M |
| Howland Capital Management LLC | 1.74% | Add +2.7% | 72,880 | $45.7M |
| Cibc World Market Inc. | 0.08% | Add +2.6% | 72,695 | $45.6M |
| MBM Wealth Consultants, LLC | 10.82% | Reduce -0.7% | 72,591 | $45.5M |
| TrustBank | 18.83% | — | 71,965 | $45.1M |
| Galilei Investment Office LLP | 21.20% | Reduce -2.6% | 72,900 | $45.0M |
| Resolute Capital, LLC | 18.55% | — | 70,760 | $44.4M |
| Steffes Financial, Ltd. | 23.17% | — | 70,746 | $44.4M |
| Asset Management One Co., Ltd. | 0.12% | Add +3.6% | 70,032 | $44.3M |
| Ameritas Advisory Services, LLC | 1.66% | Add +58.2% | 70,580 | $44.3M |
| Curated Wealth Partners LLC | 4.77% | Add +12.7% | 70,385 | $44.1M |
| Spirepoint Private Client, LLC | 4.22% | Add +319.4% | 70,352 | $44.1M |
| GW Henssler & Associates Ltd. | 2.12% | Add +1220.7% | 70,326 | $44.1M |
| ASO GROUP Ltd | 17.23% | — | 70,325 | $44.1M |
| Bravera Wealth | 22.09% | — | 70,325 | $44.1M |
| Avion Wealth | 9.19% | Reduce -0.2% | 69,877 | $43.8M |
| Parisi Gray Wealth Management | 9.83% | Add +0.6% | 69,078 | $43.3M |
| Front Street Capital Management, Inc. | 6.14% | Reduce -0.2% | 69,175 | $43.2M |
| Strategic Advisory Partners, LLC | 35.77% | — | 68,740 | $43.1M |
| Greenbush Financial Group, LLC | 14.63% | Add +7.8% | 68,610 | $43.0M |
| Phillips Financial Management, LLC | 2.77% | Reduce -0.5% | 68,523 | $43.0M |
| Trust Co of the South | 6.85% | Add +19.6% | 67,910 | $42.6M |
| Bailard, Inc. | 0.94% | Reduce -32.8% | 67,501 | $42.3M |
| St. Louis Trust Co | 4.84% | Reduce -2.7% | 67,345 | $42.2M |
| Atom Investors LP | 3.34% | New | 67,041 | $42.0M |
| NWF Advisory Services Inc. | 4.64% | Reduce -2.8% | 66,978 | $42.0M |
| SigFig Wealth Management, LLC | 1.25% | Add +0.4% | 66,682 | $41.8M |
| Trust Co. of Vermont | 1.74% | Add +18.8% | 66,644 | $41.8M |
| Verum Partners LLC | 8.42% | Add +1.7% | 66,608 | $41.8M |
| Mather Group, Llc. | 0.43% | Add +1.0% | 66,515 | $41.7M |
| QRG Capital Management, Inc. | 0.46% | Add +6.1% | 66,413 | $41.6M |
| Cynosure Group, LLC | 4.24% | Add +2.0% | 66,391 | $41.6M |
| Atlas Legacy Advisors, LLC | 7.30% | Add +9.0% | 66,339 | $41.6M |
| Principal Financial Group Inc. | 0.02% | Add +0.4% | 65,953 | $41.4M |
| Eagle Wealth Strategies LLC | 19.25% | Add +0.5% | 65,921 | $41.3M |
| Level Four Advisory Services, LLC | 1.35% | Add +12.4% | 65,829 | $41.3M |
| Pittenger & Anderson Inc. | 1.58% | Add +3.0% | 65,515 | $41.1M |
| Clifford Group, LLC | 31.39% | Add +1.7% | 64,811 | $40.6M |
| Jackson Wealth Management, LLC | 3.96% | Add +6.3% | 64,811 | $40.6M |
| Vident Advisory, LLC | 0.38% | Add +19.1% | 64,767 | $40.6M |
| Plancorp, LLC | 1.23% | Reduce -4.4% | 64,767 | $40.6M |
| Capital Management Associates, Inc | 8.96% | Add +40.3% | 64,592 | $40.5M |
| Leavell Investment Management, Inc. | 1.68% | Add +2.6% | 64,392 | $40.4M |
| Apella Capital, LLC | 0.79% | Add +12.4% | 64,050 | $40.2M |
| Oxler Private Wealth LLC | 11.52% | Reduce -0.7% | 63,419 | $39.8M |
| Claro Advisors Inc. | 5.37% | Add +7.0% | 62,769 | $39.4M |
| Ameritas Investment Partners, Inc. | 1.19% | Reduce -1.6% | 62,197 | $39.0M |
| Financial Management Professionals, Inc. | 4.02% | Reduce -2.8% | 62,122 | $39.0M |
| Dynamic Advisor Solutions LLC | 1.24% | Add +114.8% | 61,428 | $38.5M |
| Ethos Financial Group, LLC | 2.85% | Reduce -1.0% | 61,415 | $38.5M |
| Mfa Wealth Advisors, LLC | 8.10% | Add +4.4% | 61,089 | $38.3M |
| GenWealth Group, Inc. | 6.52% | Add +6.0% | 60,137 | $38.3M |
| Boston Family Office LLC | 2.43% | Add +6.2% | 61,006 | $38.3M |
| Modern Wealth Management, LLC | 0.70% | Reduce -11.6% | 60,876 | $38.2M |
| J. R. Prunier Capital Management LLC | 15.84% | — | 60,796 | $38.1M |
| Financial Sense Advisors, Inc. | 8.05% | Add +2.0% | 60,623 | $38.0M |
| Fairway Wealth LLC | 10.25% | Add +0.1% | 60,595 | $38.0M |
| Aufman Associates Inc | 19.45% | Reduce -1.1% | 60,528 | $38.0M |
| Aurelius Family Office LLC | 16.15% | Add +1.9% | 59,367 | $37.5M |
| Thayer Partners, LLC / MA | 18.17% | — | 59,564 | $37.4M |
| IFG Advisory, LLC | 1.63% | Add +7.9% | 59,525 | $37.3M |
| Integral Investment Advisors, Inc. | 9.24% | Add +3.4% | 59,419 | $37.3M |
| Legacy PCG, LLC | 23.04% | Reduce -4.9% | 59,336 | $37.2M |
| Bear Mountain Capital, Inc. | 11.98% | Add +0.8% | 58,303 | $37.1M |
| Bleakley Financial Group, LLC | 0.64% | Add +4.9% | 59,139 | $37.1M |
| Stratos Wealth Advisors, LLC | 1.78% | Add +3.9% | 58,800 | $36.9M |
| University of Chicago | 17.73% | Reduce -6.6% | 58,449 | $36.7M |
| Royal Fund Management, LLC | 3.36% | Add +22.3% | 58,246 | $36.7M |
| Fairfax Financial Holdings | 1.75% | No change | 58,248 | $36.5M |
| Crestwood Advisors Group, LLC | 0.60% | Add +0.9% | 57,749 | $36.2M |
| Hikari Tsushin, Inc. | 2.36% | Reduce -12.3% | 57,755 | $36.2M |
| Fidelis Capital Partners, LLC | 2.63% | Reduce -0.0% | 57,653 | $36.2M |
| Sfm, LLC | 21.08% | Add +1.2% | 57,363 | $36.0M |
| Garde Capital, Inc. | 2.13% | Reduce -0.9% | 57,251 | $35.9M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Reduce -33.6% | 57,021 | $35.8M |
| Ameraudi Asset Management, Inc. | 19.63% | Reduce -7.3% | 56,971 | $35.7M |
| Cordgrass Capital Advisors, LLC | 8.55% | Reduce -0.9% | 56,775 | $35.6M |
| Park Presidio Capital LLC | 2.89% | Add +46.5% | 56,565 | $35.5M |
| Brooklyn FI, LLC | 7.59% | Reduce -0.7% | 56,525 | $35.4M |
| Trek Financial, LLC | 2.05% | Reduce -11.2% | 56,469 | $35.4M |
| Boston Trust Walden Corp | 0.27% | Add +3.8% | 56,461 | $35.4M |
| First Merchants Corp. | 1.31% | Add +4.0% | 56,278 | $35.3M |
| Brown Brothers Harriman & Co. | 0.19% | Add +71.1% | 55,702 | $34.9M |
| GC Wealth Management RIA, LLC | 1.28% | Add +222.8% | 55,584 | $34.9M |
| Barclays PLC | 0.01% | Reduce -87.5% | 55,447 | $34.8M |
| Applied Capital LLC | 13.37% | Add +2.5% | 55,409 | $34.7M |
| Precision Wealth Strategies, LLC | 11.24% | Reduce -11.5% | 55,341 | $34.7M |
| First National Bank of Omaha | 1.03% | Add +8.7% | 55,269 | $34.7M |
| Renaissance Technologies | 0.05% | New | 55,260 | $34.7M |
| Topor & Co. Korea | 26.06% | — | 55,149 | $34.6M |
| Park Avenue Securities LLC | 0.29% | Add +18.5% | 54,891 | $34.4M |
| Basso Capital Management, L.P. | 20.49% | Add +0.0% | 54,879 | $34.4M |
| IFP Advisors, Inc | 0.77% | Add +1.6% | 54,402 | $34.1M |
| Advisory Services Network, LLC | 0.48% | Add +4.5% | 54,353 | $34.1M |
| R. W. Roge & Company, Inc. | 16.84% | Add +0.1% | 54,353 | $34.1M |
| Okabena Investment Services Inc. | 6.49% | Reduce -13.3% | 54,263 | $34.0M |
| Prospera Financial Services Inc | 0.56% | Add +11.6% | 53,803 | $33.8M |
| Williams Jones Wealth Management, LLC. | 0.38% | Add +3.2% | 53,699 | $33.7M |
| VVR Holdings LLC | 17.45% | — | 53,529 | $33.6M |
| Sequoia Financial Advisors, LLC | 0.19% | Add +8.5% | 53,327 | $33.4M |
| Oak Root LLC | 4.04% | Reduce -12.9% | 53,303 | $33.4M |
| HighRoad Wealth Advisors, LLC | 31.88% | — | 53,249 | $33.4M |
| First Financial Corp. | 12.60% | Add +3.0% | 53,249 | $33.4M |
| SOA Wealth Advisors, LLC. | 5.50% | Add +0.0% | 53,056 | $33.3M |
| Lake Hills Wealth Management, LLC | 17.32% | Reduce -6.8% | 52,931 | $33.2M |
| Belpointe Asset Management LLC | 1.19% | Reduce -0.6% | 52,734 | $33.1M |
| Aspire Capital Advisors LLC | 7.75% | Add +1.7% | 52,641 | $33.0M |
| Bowman & Co S.C. | 13.93% | Add +1.5% | 52,501 | $32.9M |
| Journey Beyond Wealth, LLC | 26.16% | Add +5.8% | 52,441 | $32.9M |
| Argent Trust Co | 1.12% | Add +8.8% | 52,279 | $32.8M |
| Capital Investment Management, Inc. | 11.45% | — | 52,182 | $32.7M |
| Weil Company, Inc. | 7.50% | Add +7.0% | 51,975 | $32.6M |
| Baker Tilly Wealth Management, LLC | 8.02% | Add +1.8% | 51,927 | $32.6M |
| Tompkins Financial Corp. | 2.53% | Add +16.1% | 51,877 | $32.5M |
| Parsons Capital Management Inc. | 1.79% | Add +0.2% | 51,860 | $32.5M |
| Woodside Wealth Management LLC | 24.24% | Add +1.5% | 51,784 | $32.5M |
| Operose Advisors LLC | 7.56% | Add +22.8% | 51,712 | $32.4M |
| Avidian Wealth Enterprises, LLC | 1.18% | Reduce -0.7% | 51,657 | $32.4M |
| Integrated Advisors Network LLC | 1.43% | Add +2.9% | 51,649 | $32.4M |
| Cullen/Frost Bankers, Inc. | 0.36% | Add +0.3% | 51,614 | $32.4M |
| Integrity Alliance, Llc. | 1.18% | Add +169.4% | 51,476 | $32.3M |
| NWM Advisors, LLC | 27.75% | — | 50,860 | $31.9M |
| Base Wealth Management LLC | 17.06% | Add +42.5% | 50,543 | $31.7M |
| BBR Partners, LLC | 1.69% | Reduce -8.0% | 50,304 | $31.5M |
| Mandatum Life Insurance Co Ltd | 7.18% | Add +12.6% | 50,132 | $31.4M |
| Diana Davis Spencer Foundation | 10.51% | No change | 49,675 | $31.2M |
| Kingswood Wealth Advisors, LLC | 1.49% | Add +10.8% | 49,189 | $30.8M |
| Nicolet Bankshares Inc. | 4.93% | Add +14.3% | 49,029 | $30.7M |
| Liberty Square Wealth Partners LLC | 8.76% | Reduce -25.9% | 48,992 | $30.7M |
| KilterHowling LLC | 15.57% | Add +3.8% | 48,970 | $30.7M |
| First National Bank Sioux Falls | 9.16% | Add +16.1% | 48,812 | $30.6M |
| PKO Investment Management Joint-Stock Co | 2.44% | Reduce -5.8% | 48,758 | $30.6M |
| Parallel Advisors, LLC | 0.56% | Reduce -0.1% | 48,406 | $30.4M |
| First Citizens Bank & Trust Co. | 0.63% | Reduce -1.9% | 48,267 | $30.3M |
| Evanson Asset Management, LLC | 1.63% | Add +9.5% | 48,228 | $30.2M |
| Strategent Financial, LLC | 19.05% | Add +6.6% | 48,002 | $30.1M |
| Unconventional Investor, LLC | 14.29% | Add +3.9% | 47,898 | $30.1M |
| Charter Oak Capital Management, LLC | 2.29% | Reduce -1.1% | 47,931 | $30.1M |
| Motley Fool Wealth Management, LLC | 2.33% | Add +90.0% | 47,848 | $30.0M |
| Westerkirk Capital Inc. | 2.92% | Reduce -34.5% | 47,768 | $30.0M |
| EverSource Wealth Advisors, LLC | 1.10% | Reduce -1.8% | 47,525 | $29.8M |
| Whittier Trust Co. of Nevada Inc. | 0.62% | Add +7.1% | 46,744 | $29.7M |
| Arax Advisory Partners | 0.86% | Reduce -97.8% | 47,224 | $29.6M |
| Powerhouse Assets LLC | 26.02% | — | 47,184 | $29.6M |
| Sandy Cove Advisors, LLC | 8.75% | Reduce -7.1% | 47,080 | $29.5M |
| Alongside, LLC | 9.80% | — | 47,061 | $29.5M |
| Fiducient Advisors LLC | 3.65% | Reduce -57.8% | 46,899 | $29.4M |
| Arkadios Wealth Advisors | 0.58% | Add +13.4% | 46,637 | $29.2M |
| Romano Brothers and Company | 3.32% | Add +1.8% | 46,619 | $29.2M |
| Oakworth Capital, Inc. | 1.59% | Add +1.4% | 46,561 | $29.2M |
| High Net Worth Advisory Group LLC | 6.67% | Add +3.5% | 46,178 | $29.0M |
| Ade, LLC | 14.01% | Add +2.5% | 46,145 | $28.9M |
| LTS Liquid Investments LLC | 27.48% | — | 46,105 | $28.9M |
| EnRich Financial Partners LLC | 7.82% | Add +1.8% | 45,721 | $28.7M |
| Smartleaf Asset Management LLC | 1.08% | Add +49.5% | 44,953 | $28.4M |
| PFG Advisors | 1.38% | Reduce -0.9% | 45,256 | $28.4M |
| Canerector Inc. | 13.86% | No change | 45,150 | $28.3M |
| Exencial Wealth Advisors, LLC | 0.89% | Add +6.1% | 45,052 | $28.3M |
| Conquis Financial LLC | 24.29% | Reduce -13.8% | 45,035 | $28.2M |
| Choate Investment Advisors | 0.55% | Reduce -56.7% | 44,986 | $28.2M |
| Southeast Asset Advisors, LLC | 2.68% | Add +0.0% | 44,982 | $28.2M |
| Beacon Harbor Wealth Advisors, Inc. | 6.23% | Add +1.0% | 44,836 | $28.1M |
| Canton Hathaway, LLC | 5.41% | Reduce -12.8% | 44,755 | $28.1M |
| North Star Investment Management Corp. | 1.76% | Add +1.4% | 44,712 | $28.0M |
| Members Trust Co | 0.91% | Add +351.4% | 44,625 | $28.0M |
| Matrix Trust Co | 4.62% | Add +0.7% | 44,596 | $28.0M |
| O'Connor Financial Group LLC | 11.10% | Add +0.2% | 43,926 | $27.8M |
| CWS Financial Advisors, LLC | 7.52% | Reduce -2.3% | 44,193 | $27.7M |
| McCollum Christoferson Group LLC | 8.01% | Add +10.4% | 44,160 | $27.7M |
| Members Advisory Group LLC | 10.40% | Add +0.3% | 43,977 | $27.6M |
| Thompson Siegel & Walmsley LLC | 0.46% | Reduce -2.9% | 43,887 | $27.5M |
| Fairscale Capital, LLC | 18.25% | Add +1.1% | 43,886 | $27.5M |
| CVA Family Office, LLC | 3.16% | Add +12.7% | 43,760 | $27.4M |
| Meridian Financial Partners LLC | 10.84% | Reduce -5.7% | 43,498 | $27.4M |
| Omega Advisors (Leon Cooperman) | 0.91% | No change | 43,593 | $27.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.14% | Reduce -0.1% | 43,527 | $27.3M |
| Merrithew & Thorsten Inc | 28.77% | — | 43,377 | $27.2M |
| Three Bridge Wealth Advisors, LLC | 7.17% | Add +6.0% | 43,341 | $27.2M |
| Alexander Labrunerie & Co., Inc. | 9.92% | Reduce -1.4% | 43,283 | $27.1M |
| Van Eck Associates Corp. | 0.02% | Reduce -5.1% | 43,283 | $27.1M |
| Kovack Advisors, Inc. | 1.29% | Add +23.7% | 43,102 | $27.0M |
| American Century Companies Inc. | 0.01% | Add +2.4% | 43,100 | $27.0M |
| Freedom Financial Partners LLC | 9.82% | Add +0.7% | 43,038 | $27.0M |
| Triad Wealth Partners, LLC | 2.56% | Add +16.0% | 42,893 | $26.9M |
| Valtrion Capital Management, LLC | 26.62% | Add +17.0% | 42,610 | $26.7M |
| Diversify Wealth Management, LLC | 1.25% | Add +12.3% | 41,859 | $26.7M |
| C M Bidwell & Associates Ltd. | 12.60% | Reduce -1.8% | 42,538 | $26.7M |
| Wheelhouse Advisory Group LLC | 10.10% | Add +4.5% | 42,039 | $26.6M |
| Shufro Rose & Co. LLC | 1.80% | New | 42,249 | $26.5M |
| Banta Asset Management LP | 24.09% | — | 42,137 | $26.4M |
| Victory Financial Group, LLC | 3.28% | Add +10.9% | 41,594 | $26.1M |
| Eq LLC | 7.52% | Add +2.8% | 41,581 | $26.1M |
| Ayalon Insurance Comp Ltd. | 6.33% | Add +107.5% | 41,572 | $26.1M |
| Bryant Woods Investment Advisors, LLC | 10.09% | Reduce -3.5% | 41,534 | $26.0M |
| Spire Wealth Management | 0.87% | Add +3.9% | 41,442 | $26.0M |
| Intelligent Financial Strategies | 12.50% | Reduce -0.2% | 41,431 | $26.0M |
| Retirement Wealth Solutions LLC | 16.37% | Reduce -0.2% | 41,294 | $25.9M |
| Stuart Investment Advisors, Inc. | 23.34% | Reduce -0.3% | 41,246 | $25.9M |
| Zurich Insurance Group Ltd | 0.18% | Reduce -16.8% | 41,113 | $25.8M |
| Joel Isaacson & Co., LLC | 0.85% | Add +1.8% | 41,185 | $25.8M |
| Axos Invest Inc. | 18.92% | Add +133.4% | 41,052 | $25.7M |
| GTS Securities LLC | 0.88% | Add +27.4% | 40,955 | $25.7M |
| Pearl Planning LLC | 15.67% | — | 40,856 | $25.6M |
| RFG Advisory, LLC | 0.48% | Reduce -0.4% | 40,792 | $25.6M |
| Great Valley Advisor Group, Inc. | 0.49% | Add +6.1% | 40,587 | $25.5M |
| FourThought Financial Partners, LLC | 2.15% | Add +11.9% | 40,544 | $25.4M |
| Venture Visionary Partners LLC | 0.83% | Reduce -0.9% | 39,761 | $25.4M |
| Y.D. More Investments Ltd | 1.22% | Add +6.0% | 40,461 | $25.4M |
| Waldron Private Wealth LLC | 1.00% | Reduce -3.2% | 40,437 | $25.4M |
| XY Planning Network, Inc. | 4.42% | Add +299.6% | 40,432 | $25.4M |
| CM Wealth Advisors LLC | 5.72% | Reduce -0.1% | 40,336 | $25.3M |
| Naples Global Advisors, LLC | 1.88% | Reduce -1.4% | 40,152 | $25.2M |
| Family Office Research LLC | 10.29% | Reduce -2.6% | 39,787 | $25.2M |
| Core Wealth Advisors, Inc. | 6.52% | Add +0.5% | 40,052 | $25.1M |
| Signal Tree Financial Partners LLC | 19.07% | Add +0.9% | 39,886 | $25.0M |
| VestGen Advisors, LLC | 1.06% | Reduce -2.0% | 39,766 | $24.9M |
| Verdence Capital Advisors LLC | 1.47% | Reduce -0.1% | 39,629 | $24.9M |
| UNIVEST FINANCIAL Corp | 1.32% | Reduce -1.0% | 39,592 | $24.8M |
| Envision Financial LLC | 13.12% | Add +16.3% | 39,584 | $24.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.52% | New | 39,507 | $24.8M |
| Rareview Capital LLC | 16.07% | Add +0.7% | 43,599 | $24.8M |
| Capital Investment Advisors, LLC | 0.38% | Add +7.7% | 39,476 | $24.8M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 39,452 | $24.7M |
| Tsfg, LLC | 3.69% | Add +20.9% | 39,377 | $24.7M |
| InvesTrust | 9.53% | Add +0.1% | 39,289 | $24.6M |
| Tribridge Partners Financial LLC | 10.32% | Add +5.0% | 39,229 | $24.6M |
| Synergy Investment Management, LLC | 8.70% | Reduce -3.8% | 39,187 | $24.6M |
| Andrews Advisory Associates, LLC | 13.06% | — | 39,165 | $24.6M |
| Carroll Advisory Group, LLC | 10.61% | — | 39,116 | $24.5M |
| Journey Strategic Wealth LLC | 0.64% | Add +1.8% | 38,995 | $24.5M |
| Sound View Wealth Advisors Group, LLC | 1.64% | Add +0.7% | 38,939 | $24.4M |
| Nicolet Advisory Services, LLC | 1.63% | Add +39.1% | 37,910 | $24.2M |
| MKT Advisors LLC | 8.26% | Reduce -0.5% | 38,271 | $24.2M |
| Busey Bank | 0.64% | Add +12.2% | 38,487 | $24.1M |
| Clark Financial Services Group Inc. | 12.83% | Reduce -7.0% | 38,133 | $24.1M |
| TD Capital Management LLC | 2.13% | Add +6.9% | 38,292 | $24.0M |
| EFG International AG | 0.46% | — | 37,948 | $23.8M |
| Cornerstone Wealth Group, LLC | 1.63% | Reduce -1.7% | 37,947 | $23.8M |
| waypoint wealth counsel | 8.72% | Reduce -0.4% | 37,908 | $23.8M |
| Alamar Capital Management, LLC | 13.06% | Add +3.8% | 37,743 | $23.7M |
| Fort Vancouver Investment Management, LLC | 12.58% | Add +3.4% | 37,544 | $23.5M |
| Riverpoint Wealth Management Holdings, LLC | 5.03% | Add +0.2% | 37,382 | $23.4M |
| Virtue Capital Management, LLC | 3.61% | Add +22.0% | 37,305 | $23.4M |
| First National Trust Co | 0.78% | Reduce -0.8% | 37,371 | $23.4M |
| Rialto Wealth Management, LLC | 5.59% | Add +1.7% | 37,292 | $23.4M |
| Caldwell Trust Co | 2.08% | Add +425.0% | 37,291 | $23.4M |
| Cary Street Partners Financial LLC | 0.58% | Add +6.5% | 37,223 | $23.3M |
| Div Capital Phoenix Assets Ltd | 5.90% | — | 37,200 | $23.3M |
| Cascades Capital Asset Management, LLC | 9.91% | Reduce -0.0% | 37,102 | $23.3M |
| Lakeshore Financial Planning, Inc. | 8.28% | Add +3.6% | 36,939 | $23.2M |
| Seeds Investor LLC | 4.44% | Add +27.0% | 36,895 | $23.1M |
| Caliber Wealth Management, LLC / KS | 2.49% | Add +0.7% | 36,879 | $23.1M |
| TruWealth Advisors, LLC | 1.13% | Reduce -0.8% | 36,713 | $23.0M |
| Maseco LLP | 1.00% | New | 36,684 | $23.0M |
| Manchester Capital Management LLC | 3.12% | Reduce -5.4% | 36,571 | $22.9M |
| Vise Technologies, Inc. | 0.45% | Add +504.1% | 36,529 | $22.9M |
| Bridgewater Associates | 0.08% | Add +1621.4% | 36,510 | $22.9M |
| TMB Capital Partners, LLC | 7.83% | — | 36,479 | $22.9M |
| Smith Shellnut Wilson LLC | 8.76% | Add +2.6% | 36,423 | $22.8M |
| Farmers & Merchants Investments Inc. | 0.63% | Reduce -2.0% | 36,368 | $22.8M |
| Balentine LLC | 0.86% | Reduce -4.0% | 36,358 | $22.8M |
| 1834 Investment Advisors Co. | 2.85% | Reduce -0.9% | 36,225 | $22.7M |
| Visionary Wealth Advisors | 1.02% | Add +1.1% | 36,072 | $22.6M |
| Independent Financial Group, LLC | 0.50% | Add +19.6% | 36,038 | $22.6M |
| Keystone Financial Group | 1.68% | Add +3.8% | 36,020 | $22.6M |
| Tudor Investment Corporation | 0.13% | Reduce -1.5% | 35,943 | $22.5M |
| Piedmont Capital Management, LLC | 14.77% | — | 35,812 | $22.5M |
| Wealth Group Ltd | 5.01% | Reduce -11.8% | 35,727 | $22.4M |
| Evergreen Capital Management LLC | 0.50% | Reduce -1.6% | 35,685 | $22.4M |
| Heritage Wealth Advisors | 0.85% | Reduce -2.1% | 35,615 | $22.3M |
| Western Reserve Capital Management, LLC | 20.65% | — | 35,312 | $22.1M |
| Barings LLC | 0.42% | No change | 35,299 | $22.1M |
| Red Door Wealth Management, LLC | 2.30% | Add +4.4% | 35,266 | $22.1M |
| Carnegie Investment Counsel | 0.41% | Add +2.9% | 35,253 | $22.1M |
| First Bank & Trust | 3.58% | Add +0.4% | 35,058 | $22.0M |
| Western Wealth Management, LLC | 1.01% | Add +39.2% | 35,004 | $22.0M |
| Empirical Finance, LLC | 1.04% | Add +4052.3% | 69,924 | $21.9M |
| B.O.S.S. Retirement Advisors, LLC | 6.87% | Reduce -57.9% | 34,782 | $21.8M |
| Northstar Group, Inc. | 3.06% | Add +1.1% | 34,701 | $21.8M |
| Asset Allocation & Management Company, LLC | 8.73% | Reduce -13.5% | 34,668 | $21.7M |
| First Command Advisory Services, Inc. | 0.15% | Reduce -7.9% | 34,582 | $21.7M |
| Harbor Advisory Corp. | 6.54% | Reduce -0.7% | 34,465 | $21.6M |
| Highline Wealth Partners LLC | 6.08% | Reduce -5.1% | 34,457 | $21.6M |
| Jump Financial, LLC | 0.29% | New | 34,345 | $21.5M |
| Montag A & Associates Inc. | 0.98% | Reduce -1.6% | 34,311 | $21.5M |
| Spectrum Investment Advisors, Inc. | 10.77% | Reduce -0.9% | 34,271 | $21.5M |
| Joel Adams & Associates, Inc. | 16.03% | Add +5.2% | 33,998 | $21.3M |
| Secure Asset Management, LLC | 3.35% | Reduce -11.8% | 33,910 | $21.3M |
| Autumn Glory Partners, LLC | 7.42% | Add +50.3% | 33,762 | $21.2M |
| Quotient Wealth Partners, LLC | 0.56% | Add +3.5% | 33,761 | $21.2M |
| Braun Stacey Associates Inc. | 0.69% | Add +0.4% | 33,751 | $21.2M |
| Dodds Wealth, LLC | 5.16% | Add +1.3% | 33,572 | $21.1M |
| Thoroughbred Financial Services, LLC | 1.25% | Add +5.1% | 33,561 | $21.0M |
| Capital City Trust Co. | 4.67% | Add +8.9% | 33,453 | $21.0M |
| AssuredPartners Investment Advisors, LLC | 3.12% | Add +4.7% | 33,448 | $21.0M |
| Verus Capital Partners, LLC | 1.40% | Add +943.4% | 33,398 | $20.9M |
| Rational Advisors, Inc. | 2.28% | Add +0.9% | 33,388 | $20.9M |
| Lanark Financial, Inc. | 1.56% | Add +26.6% | 33,059 | $20.7M |
| Pinnacle Bancorp, Inc. | 6.07% | Reduce -5.1% | 33,027 | $20.7M |
| Atlatl Advisers LLC | 7.92% | Add +6.2% | 32,954 | $20.7M |
| Abound Wealth Management | 4.82% | Add +5.7% | 32,823 | $20.6M |
| Toronto Dominion Bank | 0.04% | Add +1.1% | 32,705 | $20.5M |
| Davidson Kahn Capital Management, LLC | 10.62% | Add +7.4% | 32,592 | $20.4M |
| Wesbanco Bank Inc. | 0.56% | Add +2.0% | 32,468 | $20.4M |
| JHP Wealth Management, LLC | 19.69% | — | 32,418 | $20.3M |
| Burney Co./ | 0.63% | Reduce -8.2% | 32,367 | $20.3M |
| Ballentine Capital Advisors, Inc | 8.54% | Add +1.3% | 32,335 | $20.3M |
| Waterloo Capital, L.P. | 1.45% | Add +25.4% | 32,082 | $20.1M |
| Blue Square Asset Management, LLC | 8.90% | Reduce -0.9% | 31,965 | $20.0M |
| Marble Wealth, LLC | 2.78% | — | 31,961 | $20.0M |
| IHT Wealth Management, LLC | 0.49% | Add +29.1% | 31,889 | $20.0M |
| Conning Inc. | 0.71% | No change | 31,887 | $20.0M |
| Madden Advisory Services, Inc. | 8.02% | Reduce -1.9% | 31,796 | $19.9M |
| Centric Wealth Management | 4.21% | Reduce -6.6% | 31,149 | $19.9M |
| Brave Asset Management Inc. | 4.70% | Reduce -1.2% | 31,740 | $19.9M |
| Lanham O'Dell & Company, Inc. | 5.73% | Reduce -5.2% | 31,723 | $19.9M |
| CSS LLC | 3.32% | Add +13.1% | 31,650 | $19.8M |
| Richardson Capital Management LLC | 9.92% | Reduce -7.4% | 31,539 | $19.8M |
| Abacus Planning Group, Inc. | 2.62% | Add +1.1% | 31,360 | $19.7M |
| FineMark National Bank & Trust | 0.61% | Add +4.7% | 31,332 | $19.6M |
| Roth Financial Partners LLC | 6.47% | Reduce -2.9% | 31,285 | $19.6M |
| Ogorek Anthony Joseph /NY/ | 5.38% | Reduce -6.7% | 31,213 | $19.6M |
| JDM Financial Group LLC | 7.54% | Add +578.0% | 394,618 | $19.4M |
| Beaumont Financial Advisors, LLC | 1.28% | Reduce -0.7% | 30,915 | $19.4M |
| Bridges Investment Management Inc. | 0.25% | Add +7.0% | 30,873 | $19.4M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +9.6% | 30,779 | $19.3M |
| Keating Financial Advisory Services, Inc. | 2.62% | — | 30,760 | $19.3M |
| Kohmann Bosshard Financial Services, LLC | 1.76% | Add +1.2% | 30,751 | $19.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.15% | Add +95.9% | 30,594 | $19.2M |
| Asset One Wealth Management LLC | 2.62% | — | 29,930 | $19.1M |
| Arista Wealth Management, LLC | 2.35% | Add +12.4% | 30,453 | $19.1M |
| SVB Wealth LLC | 1.12% | Reduce -8.5% | 30,372 | $19.0M |
| Sunbeam Capital Management, LLC | 11.29% | Add +0.6% | 30,371 | $19.0M |
| Twin Focus Capital Partners, LLC | 2.19% | Add +24.6% | 30,328 | $19.0M |
| Peachtree Investment Partners, LLC | 6.29% | Reduce -0.4% | 30,218 | $19.0M |
| Meridian Wealth Advisors, LLC | 2.60% | Add +89.5% | 29,959 | $18.8M |
| Pilgrim Partners Asia Pte Ltd | 9.01% | No change | 29,850 | $18.7M |
| Brandywine Asset Management, Inc. | 13.13% | — | 29,573 | $18.7M |
| Meridian Wealth Management, LLC | 0.66% | Add +3.5% | 29,791 | $18.7M |
| Parkside Financial Bank & Trust | 1.40% | Add +6.5% | 29,768 | $18.7M |
| TFB Advisors LLC | 5.20% | Reduce -1.6% | 29,700 | $18.6M |
| Baker Ellis Asset Management LLC | 2.24% | Add +2.7% | 29,650 | $18.6M |
| Facet Wealth, Inc. | 0.33% | Add +26.7% | 29,063 | $18.6M |
| Ironsides Asset Advisors, LLC | 4.69% | Add +0.1% | 29,505 | $18.5M |
| Gibson Wealth Advisors LLC | 12.68% | Reduce -0.2% | 29,495 | $18.5M |
| Sage Investment Advisers LLC | 13.79% | — | 29,334 | $18.4M |
| Greenline Partners, LLC | 2.10% | Add +43.5% | 29,311 | $18.4M |
| U.S. Capital Wealth Advisors, LLC | 0.48% | Add +4.8% | 29,245 | $18.3M |
| Ingalls & Snyder LLC | 0.68% | Add +2.4% | 29,227 | $18.3M |
| Cordoba Advisory Partners LLC | 4.52% | — | 29,187 | $18.3M |
| FWG Investments, LLC. | 11.65% | Reduce -2.6% | 29,163 | $18.3M |
| Dorsey & Whitney Trust CO LLC | 0.97% | Reduce -0.6% | 29,148 | $18.3M |
| Guardian Financial Partners, LLC | 7.70% | Reduce -16.0% | 29,116 | $18.3M |
| Blackston Financial Advisory Group, LLC | 11.05% | Reduce -2.8% | 28,939 | $18.1M |
| Avory & Company, LLC | 11.60% | No change | 28,810 | $18.1M |
| Jane Street Group, LLC | 0.02% | Reduce -0.5% | 28,796 | $18.1M |
| Modera Wealth Management, LLC | 0.21% | Reduce -0.6% | 28,792 | $18.1M |
| Zuckerman Investment Group, LLC | 1.62% | Add +2.5% | 28,783 | $18.1M |
| Atlanta Consulting Group Advisors, LLC | 4.08% | Reduce -1.1% | 28,697 | $18.0M |
| Americana Partners, LLC | 0.49% | Add +3.3% | 28,693 | $18.0M |
| Chris Bulman Inc | 7.96% | Add +27.8% | 28,690 | $18.0M |
| Caerus Investment Advisors, LLC | 5.98% | Reduce -9.5% | 28,556 | $17.9M |
| Fort Sheridan Advisors LLC | 2.27% | Add +0.8% | 28,543 | $17.9M |
| Evolution Wealth Advisors, LLC | 1.80% | Reduce -0.8% | 28,475 | $17.9M |
| Haverford Trust Co | 0.16% | Add +1.1% | 28,380 | $17.8M |
| Edgestream Partners, L.P. | 0.50% | Add +220.5% | 28,362 | $17.8M |
| NewCorp Financial Services, Inc. | 15.75% | — | 28,360 | $17.8M |
| Gutierrez Wealth Advisory, LLC | 11.13% | Reduce -4.3% | 28,240 | $17.7M |
| Matrix Asset Advisors Inc. | 1.59% | Add +3.2% | 28,186 | $17.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.11% | Add +10.4% | 28,118 | $17.6M |
| Elevatus Welath Management | 4.79% | Reduce -20.5% | 27,928 | $17.5M |
| N.E.W. Advisory Services LLC | 1.29% | Add +10.2% | 27,892 | $17.5M |
| Lowery Thomas, LLC | 9.88% | Reduce -1.0% | 27,877 | $17.5M |
| WorthPointe, LLC | 4.56% | Reduce -0.5% | 27,673 | $17.4M |
| Cozad Asset Management Inc. | 1.34% | Add +7.4% | 27,618 | $17.3M |
| Plan Group Financial, LLC | 4.48% | Reduce -1.6% | 27,535 | $17.3M |
| Lowe Brockenbrough & Co. Inc. | 0.85% | Add +89.8% | 27,460 | $17.2M |
| Certified Advisory Corp | 1.57% | Add +5.0% | 27,413 | $17.2M |
| Main Street Financial Solutions, LLC | 1.29% | Reduce -11.6% | 27,397 | $17.2M |
| Flagship Harbor Advisors, LLC | 0.81% | Add +2.5% | 27,261 | $17.1M |
| SOL Capital Management CO | 1.53% | Add +1.1% | 27,233 | $17.1M |
| Founders Financial Securities LLC | 1.01% | Add +41.0% | 27,214 | $17.1M |
| Investment Counsel Co. of Nevada | 36.52% | Add +0.9% | 27,113 | $17.0M |
| Cadia Private Client LLC | 13.46% | — | 27,054 | $17.0M |
| AdvisorNet Financial, Inc | 0.90% | Add +2.0% | 27,001 | $16.9M |
| Payden & Rygel | 1.18% | Reduce -3.0% | 26,955 | $16.9M |
| CORDA Investment Management, LLC. | 1.23% | Add +0.1% | 26,893 | $16.9M |
| Peak Financial Management, Inc. | 4.35% | Reduce -5.6% | 26,875 | $16.9M |
| Glenview Trust Co | 0.26% | Add +0.5% | 26,856 | $16.8M |
| Running Point Capital Advisors, LLC | 4.58% | Reduce -12.6% | 26,795 | $16.8M |
| Community Bank, N.A. | 1.98% | Reduce -0.1% | 26,731 | $16.8M |
| Sapient Capital LLC | 0.24% | Add +10.8% | 26,529 | $16.8M |
| Sumitomo Life Insurance Co. | 0.46% | Reduce -48.6% | 26,600 | $16.7M |
| GM Advisory Group, LLC | 0.65% | Add +56.2% | 26,531 | $16.6M |
| Washington Trust Advisors, Inc. | 1.27% | Add +7.8% | 26,455 | $16.6M |
| Curbstone Financial Management Corp | 3.17% | Reduce -6.8% | 26,452 | $16.6M |
| Florida Financial Advisors, LLC | 4.50% | Add +5.3% | 26,522 | $16.6M |
| Rossmore Private Capital | 1.48% | Add +4.3% | 26,415 | $16.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.30% | Add +2.4% | 26,405 | $16.6M |
| Balance Wealth Partners LLC | 5.29% | Reduce -11.0% | 26,305 | $16.5M |
| FSB Premier Wealth Management, Inc. | 5.22% | Reduce -0.4% | 26,239 | $16.5M |
| Berger Financial Group, Inc | 0.95% | Reduce -1.7% | 26,192 | $16.4M |
| First Horizon Corp. | 0.73% | Add +414.5% | 26,059 | $16.3M |
| Vested Financial Planning, LLC | 12.58% | Add +5.8% | 26,051 | $16.3M |
| Everett Harris & Co. | 0.20% | Add +2.4% | 26,030 | $16.3M |
| Lodestar Private Asset Management LLC | 1.64% | Reduce -1.1% | 25,993 | $16.3M |
| Tritonpoint Wealth, LLC | 1.65% | Reduce -36.1% | 25,948 | $16.3M |
| Intellus Advisors LLC | 2.15% | Add +0.8% | 25,888 | $16.2M |
| Ascent Group, LLC | 0.55% | Add +4.4% | 25,878 | $16.2M |
| Climber Capital SA | 10.54% | — | 26,336 | $16.2M |
| Wetzel Investment Advisors, Inc. | 6.53% | Add +2.3% | 25,603 | $16.1M |
| Walkner Condon Financial Advisors LLC | 2.23% | Reduce -2.5% | 25,584 | $16.0M |
| Snowden Capital Advisors LLC | 0.41% | Add +6.2% | 25,488 | $16.0M |
| WoodTrust Financial Corp | 1.86% | Add +31.3% | 25,452 | $16.0M |
| Invenio Wealth Partners LLC | 5.91% | Reduce -6.7% | 25,389 | $15.9M |
| Ofc Financial Planning, LLC | 15.07% | Add +3.1% | 25,309 | $15.9M |
| Discipline Wealth Solutions, LLC | 2.94% | Add +26.3% | 25,298 | $15.9M |
| Security Financial Services, INC. | 2.49% | Reduce -9.8% | 25,289 | $15.9M |
| Whitaker-Myers Wealth Managers, LTD. | 3.30% | Add +17.8% | 25,238 | $15.8M |
| Formulate Financial LLC | 18.41% | Add +2.0% | 25,046 | $15.7M |
| Aspire Growth Partners LLC | 10.91% | Add +2.5% | 24,980 | $15.7M |
| Future Financial Wealth Managment LLC | 10.53% | Add +24.1% | 25,113 | $15.6M |
| First American Bank | 0.95% | Add +2.5% | 24,910 | $15.6M |
| Avity Investment Management Inc. | 1.09% | Reduce -1.6% | 24,887 | $15.6M |
| LBMC Investment Advisors, LLC | 0.97% | Reduce -3.5% | 24,883 | $15.6M |
| Nottingham Advisors, Inc. | 2.18% | Add +0.0% | 24,865 | $15.6M |
| OneAscent Financial Services LLC | 1.43% | Reduce -84.3% | 24,836 | $15.6M |
| Laurel Wealth Planning LLC | 8.57% | Add +6.2% | 24,652 | $15.5M |
| Up Capital Management, Inc. | 13.81% | — | 24,622 | $15.4M |
| Uptick Partners, LLC | 3.28% | Add +14.9% | 24,519 | $15.4M |
| Benjamin Edwards Inc. | 0.17% | Add +5.2% | 24,506 | $15.4M |
| Global Endowment Management, LP | 1.92% | Reduce -0.9% | 24,463 | $15.3M |
| Hilltop Holdings Inc. | 0.92% | Add +115.2% | 24,442 | $15.3M |
| International Assets Investment Management, LLC | 1.05% | Add +17.6% | 24,400 | $15.3M |
| Bishop & Co Investment Management, LLC | 5.06% | Reduce -0.2% | 24,345 | $15.3M |
| DeDora Capital, Inc. | 3.61% | Reduce -0.4% | 24,295 | $15.2M |
| Calder Financial LLC | 14.95% | — | 24,286 | $15.2M |
| Hegarty Advisors, LLC | 13.14% | — | 24,144 | $15.1M |
| Freestate Advisors LLC | 12.30% | Reduce -8.0% | 24,138 | $15.1M |
| Prosperity Wealth Management, Inc. | 5.03% | Add +1.0% | 24,104 | $15.1M |
| Independent Family Office, LLC | 6.30% | Add +1.8% | 24,071 | $15.1M |
| Traphagen Investment Advisors LLC | 1.24% | Reduce -2.8% | 24,014 | $15.1M |
| Retirement Capital Strategies | 5.58% | Reduce -0.4% | 23,987 | $15.0M |
| Traction Financial Partners, LLC | 8.91% | Add +1.1% | 23,978 | $15.0M |
| Vicus Capital | 1.13% | Reduce -8.1% | 23,950 | $15.0M |
| Activest Wealth Management | 2.80% | Add +11.7% | 23,929 | $15.0M |
| Fifth Third Wealth Advisors LLC | 0.53% | Add +3.7% | 23,872 | $15.0M |
| Verition Fund Management LLC | 0.08% | New | 23,791 | $14.9M |
| Flower City Capital | 7.58% | No change | 23,712 | $14.9M |
| Charis Legacy Partners, LLC | 21.93% | Reduce -0.6% | 23,694 | $14.9M |
| Westmount Partners, LLC | 3.70% | Reduce -1.3% | 23,654 | $14.8M |
| Systelligence, LLC | 2.80% | Reduce -22.3% | 23,481 | $14.7M |
| Baron Silver Stevens Financial Advisors, LLC | 2.12% | Add +8.8% | 23,427 | $14.7M |
| First Heartland Consultants, Inc. | 1.11% | Reduce -3.3% | 23,402 | $14.7M |
| Legacy Advisors, LLC | 1.57% | Add +34.1% | 23,312 | $14.6M |
| EJMK Ventures LLC | 8.93% | — | 23,147 | $14.5M |
| Aspen Grove Capital, LLC | 2.51% | Add +4.0% | 23,081 | $14.5M |
| Sowell Financial Services LLC | 0.53% | Add +6.6% | 23,039 | $14.4M |
| Insigneo Advisory Services, LLC | 1.04% | Reduce -6.9% | 23,024 | $14.4M |
| ArchPoint Investors | 3.42% | No change | 23,007 | $14.4M |
| Eagle Strategies LLC | 1.84% | Add +6.3% | 22,940 | $14.4M |
| MassMutual Private Wealth & Trust, FSB | 0.37% | Add +222.2% | 22,921 | $14.4M |
| Xena Financial Planning, LLC | 16.82% | — | 22,843 | $14.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.60% | Add +9.3% | 22,702 | $14.2M |
| Factor Wealth Management LTD | 3.07% | Add +26.4% | 22,686 | $14.2M |
| Soundwatch Capital LLC | 2.21% | Add +3.2% | 22,685 | $14.2M |
| Sachem Hill LLC | 2.76% | Reduce -2.0% | 22,672 | $14.2M |
| Gambit Capital Management, LLC | 10.13% | — | 22,583 | $14.2M |
| YANKCOM Partnership | 6.02% | Add +5.1% | 22,580 | $14.2M |
| Luminvest Wealth Management LLC | 3.92% | Add +42.0% | 22,518 | $14.1M |
| Patriot Financial Group Insurance Agency, LLC | 1.68% | Add +5.5% | 22,390 | $14.0M |
| Stelac Advisory Services LLC | 4.93% | Reduce -16.2% | 22,248 | $14.0M |
| GAM Holding AG | 0.89% | No change | 22,250 | $14.0M |
| Piedmont Capital Management, LLC | 7.11% | Add +0.5% | 22,224 | $13.9M |
| Resonant Capital Advisors, LLC | 0.76% | Reduce -1.3% | 22,145 | $13.9M |
| Disciplina Capital Management LLC | 1.58% | No change | 22,069 | $13.8M |
| Covington Investment Advisors Inc. | 1.89% | Add +1409.8% | 22,043 | $13.8M |
| Moisand Fitzgerald Tamayo, LLC | 1.56% | Reduce -6.2% | 22,019 | $13.8M |
| Principal Securities, Inc. | 0.21% | Add +2.4% | 21,941 | $13.8M |
| Legacy Wealth Partners, LLC | 3.55% | — | 21,896 | $13.7M |
| Wilmington Savings Fund Society, FSB | 0.32% | Add +0.1% | 21,863 | $13.7M |
| Per Stirling Capital Management, LLC. | 1.54% | Add +7.2% | 21,805 | $13.7M |
| Ausdal Financial Partners, Inc. | 0.63% | Reduce -17.0% | 21,722 | $13.6M |
| Eight 31 Financial, LLC | 7.44% | Add +0.6% | 21,644 | $13.6M |
| Arete Wealth Advisors, LLC | 0.94% | Reduce -29.3% | 21,623 | $13.6M |
| Pachira Investments Inc. | 6.59% | Reduce -9.1% | 21,580 | $13.5M |
| Sageworth Trust Co of South Dakota | 11.05% | Add +41.1% | 21,566 | $13.5M |
| Strategic Blueprint, LLC | 0.80% | Reduce -80.9% | 21,564 | $13.5M |
| Connecticut Wealth Management, LLC | 0.59% | Reduce -2.1% | 21,544 | $13.5M |
| Bryn Mawr Trust Advisors, LLC | 0.65% | Add +2.8% | 21,387 | $13.4M |
| Continuum Advisory, LLC | 1.34% | Add +1.2% | 21,387 | $13.4M |
| Patten & Patten Inc. | 0.79% | Add +0.0% | 21,381 | $13.4M |
| Philadelphia Trust Co. | 0.92% | Reduce -0.8% | 21,374 | $13.4M |
| Wealthspire Retirement, LLC | 0.81% | Reduce -4.9% | 21,372 | $13.4M |
| Trinity Financial Advisors LLC | 3.75% | Add +1.3% | 21,356 | $13.4M |
| McClarren Financial Advisors, Inc. | 7.99% | Add +69.8% | 57,583 | $13.4M |
| Harbor Investment Advisory, LLC | 1.01% | Add +7.6% | 21,338 | $13.4M |
| Prospera Capital Management, LLC | 6.75% | Reduce -4.5% | 21,319 | $13.4M |
| Fiduciary Advisors, Inc. | 10.17% | Add +2.8% | 21,319 | $13.4M |
| Enclave Advisors LLC | 1.89% | Add +3.5% | 21,283 | $13.3M |
| HUB Investment Partners, LLC | 0.36% | Add +4.3% | 21,123 | $13.2M |
| Silverlake Wealth Management LLC | 2.98% | Add +32.8% | 21,120 | $13.2M |
| Central Valley Advisors, LLC | 3.94% | Reduce -0.1% | 21,015 | $13.2M |
| Professional Financial Advisors, LLC | 2.69% | Add +74.7% | 20,988 | $13.2M |
| Verus Wealth Management, LLC | 12.26% | Add +5.9% | 20,981 | $13.2M |
| Hilltop National Bank | 3.18% | Reduce -13.9% | 20,940 | $13.1M |
| Sivia Capital Partners, LLC | 2.66% | Add +1.0% | 20,915 | $13.1M |
| Precedent Wealth Partners, LLC | 2.73% | Add +12.3% | 20,782 | $13.0M |
| Roehl & Yi Investment Advisors, LLC | 5.21% | Reduce -0.2% | 145,565 | $13.0M |
| Coyle Financial Counsel LLC | 2.78% | Reduce -3.0% | 20,748 | $13.0M |
| M Holdings Securities, Inc. | 0.93% | New | 20,708 | $13.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.9% | 20,658 | $13.0M |
| First United Bank & Trust | 4.13% | Add +5.6% | 20,654 | $13.0M |
| J. Mark Nickell & Co. | 11.95% | — | 20,638 | $12.9M |
| B. Riley Wealth Advisors, Inc. | 0.61% | Add +2.4% | 20,602 | $12.9M |
| Sendero Wealth Management, LLC | 1.43% | Add +8.6% | 20,540 | $12.9M |
| Bangor Savings Bank | 1.03% | Reduce -1.3% | 20,507 | $12.9M |
| Cannell & Spears LLC | 0.24% | Reduce -1.9% | 20,418 | $12.8M |
| Van Strum & Towne Inc. | 3.57% | Reduce -5.2% | 20,342 | $12.8M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +30.8% | 20,304 | $12.7M |
| Stock Yards Bank & Trust Co. | 0.39% | Add +12.3% | 20,278 | $12.7M |
| Delta Wealth Advisors LLC | 10.64% | Reduce -25.1% | 20,267 | $12.7M |
| Saiph Capital, LLC | 4.56% | Reduce -28.8% | 20,228 | $12.7M |
| Allie Family Office LLC | 5.87% | Add +0.1% | 20,823 | $12.6M |
| Landaas & Co. /Wi | 2.76% | Add +2.7% | 20,025 | $12.6M |
| Traynor Capital Management, Inc. | 0.69% | Add +11.0% | 19,983 | $12.5M |
| Cadence Bank | 0.73% | Add +13.4% | 19,888 | $12.5M |
| Chai Trust Co. LLC | 1.07% | Add +92.8% | 19,821 | $12.4M |
| BTC Capital Management, Inc. | 0.87% | No change | 19,522 | $12.4M |
| Ritter Daniher Financial Advisory LLC / DE | 2.08% | Reduce -0.3% | 19,792 | $12.4M |
| Donalies Financial Planning, LLC | 10.56% | — | 19,779 | $12.4M |
| WCG Wealth Advisors LLC | 0.35% | New | 19,779 | $12.4M |
| CSM Advisors, LLC | 0.34% | Reduce -5.5% | 19,669 | $12.3M |
| Golden Road Advisors LLC | 7.01% | Add +0.2% | 19,631 | $12.3M |
| Viewpoint Capital Management LLC | 5.32% | No change | 19,585 | $12.3M |
| Prosperitas Financial LLC | 4.78% | Add +0.5% | 19,576 | $12.3M |
| Hyposwiss Advisors SA | 12.04% | — | 19,575 | $12.3M |
| Fortitude Family Office, LLC | 2.87% | Reduce -6.2% | 19,551 | $12.3M |
| Family CFO Inc | 5.42% | Add +0.1% | 19,310 | $12.1M |
| Old Mission Capital LLC | 0.47% | Add +179.3% | 19,271 | $12.1M |
| W1M Asset Management Ltd | 0.13% | Add +76.1% | 19,269 | $12.1M |
| Centaurus Financial, Inc. | 0.55% | Reduce -7.8% | 19,248 | $12.1M |
| Hikari Power Ltd | 0.95% | No change | 19,200 | $12.0M |
| Beacon Bridge Wealth Partners, LLC | 3.99% | Reduce -1.6% | 19,159 | $12.0M |
| Pursuit Wealth Strategies, LLC | 16.85% | — | 19,157 | $12.0M |
| Becker Capital Management Inc. | 0.34% | Add +32.7% | 19,151 | $12.0M |
| Legacy Private Trust Co. | 0.71% | Add +3.9% | 19,145 | $12.0M |
| Clark Asset Management, LLC | 1.24% | Reduce -5.2% | 19,055 | $11.9M |
| KWB Wealth | 1.13% | Reduce -1.4% | 19,039 | $11.9M |
| Oakmont Advisory Group, LLC | 12.69% | — | 18,961 | $11.9M |
| New England Private Wealth Advisors LLC | 1.48% | Add +4.6% | 18,957 | $11.9M |
| Beacon Investment Advisory Services, Inc. | 0.49% | Add +33.5% | 18,953 | $11.9M |
| Pullen Investment Management, LLC | 6.22% | Add +0.1% | 18,821 | $11.8M |
| Soltis Investment Advisors LLC | 0.78% | Add +39.3% | 18,814 | $11.8M |
| LS Investment Advisors, LLC | 1.65% | Reduce -0.6% | 18,788 | $11.8M |
| Empower Advisory Group, LLC | 0.03% | Add +25.6% | 18,778 | $11.8M |
| Bridgewater Advisors Inc. | 0.76% | Reduce -1.1% | 18,592 | $11.7M |
| White Lighthouse Investment Management Inc. | 1.63% | Add +5.4% | 18,635 | $11.7M |
| Wellspring Financial Advisors, LLC | 0.92% | Add +10.7% | 363,792 | $11.7M |
| BridgePort Financial Solutions, LLC | 3.12% | Reduce -13.8% | 18,525 | $11.6M |
| Pine Valley Investments Ltd Liability Co | 0.58% | Add +2.1% | 18,465 | $11.6M |
| KPP Advisory Services LLC | 1.68% | Reduce -13.5% | 18,445 | $11.6M |
| Balboa Wealth Partners | 1.91% | Add +6.1% | 18,398 | $11.5M |
| Cypress Point Wealth Management, LLC | 2.52% | Reduce -13.1% | 18,383 | $11.5M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Add +4.1% | 18,383 | $11.5M |
| Mittelman Wealth Management | 7.49% | Reduce -5.1% | 18,380 | $11.5M |
| SP Asset Management LLC | 0.91% | Add +1.1% | 18,332 | $11.5M |
| Private Trust Co. NA | 1.01% | Add +0.1% | 18,318 | $11.5M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.35% | Add +4.0% | 18,309 | $11.5M |
| BancFirst Trust & Investment Management | 4.74% | Reduce -4.0% | 18,138 | $11.5M |
| Rockland Trust Co. | 0.45% | Add +0.7% | 18,257 | $11.4M |
| Creative Financial Designs Inc. | 0.72% | Add +17.9% | 18,202 | $11.4M |
| Center For Asset Management LLC | 5.96% | Add +2.4% | 18,175 | $11.4M |
| Smith, Moore & Co. | 0.86% | Reduce -0.1% | 18,108 | $11.4M |
| Websterrogers Financial Advisors, LLC | 3.30% | Add +0.0% | 18,103 | $11.4M |
| Donaldson Capital Management, LLC | 0.36% | Reduce -1.8% | 18,098 | $11.3M |
| Continuum Wealth Advisors, LLC | 4.38% | Add +6.2% | 18,091 | $11.3M |
| Magnus Financial Group LLC | 0.87% | Add +1.6% | 18,029 | $11.3M |
| Flputnam Investment Management Co. | 0.16% | Add +6.9% | 17,965 | $11.3M |
| Valor Advisors LLC | 9.28% | — | 17,758 | $11.1M |
| Hudson Oak Wealth Advisory LLC | 9.81% | — | 17,738 | $11.1M |
| Bison Wealth, LLC | 1.25% | Reduce -8.5% | 18,573 | $11.1M |
| Ritholtz Wealth Management | 0.20% | Add +30.3% | 17,624 | $11.1M |
| Rothschild Investment LLC | 0.60% | Add +4.3% | 17,473 | $11.0M |
| Clifford Swan Investment Counsel LLC | 0.36% | Add +4.1% | 17,444 | $10.9M |
| Relyea Zuckerberg Hanson LLC | 1.10% | Add +0.2% | 17,402 | $10.9M |
| Pinnacle Associates Ltd. | 0.14% | Reduce -1.9% | 17,362 | $10.9M |
| Victory Capital Management Inc. | 0.01% | Add +568.5% | 17,347 | $10.9M |
| J.Safra Asset Management Corp | 0.57% | New | 17,307 | $10.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.19% | Add +3.5% | 17,299 | $10.8M |
| Five Pine Wealth Management | 6.95% | Reduce -0.4% | 17,270 | $10.8M |
| DMKC Advisory Services, LLC | 4.75% | Add +3.0% | 17,249 | $10.8M |
| Mission Wealth Management, LP | 0.22% | Add +2.0% | 17,164 | $10.8M |
| Rockwood Wealth Management, LLC | 0.80% | Reduce -6.9% | 17,140 | $10.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Reduce -23.7% | 17,263 | $10.7M |
| Midwest Financial Partners Investments, Inc. | 5.92% | — | 16,992 | $10.7M |
| Milestone Asset Management, LLC | 2.01% | Reduce -49.8% | 16,987 | $10.7M |
| West Bancorporation Inc. | 5.56% | Add +6.8% | 16,930 | $10.6M |
| Red Cedar Investment Management, LLC | 1.14% | Add +16.9% | 16,900 | $10.6M |
| CacheTech Inc. | 1.96% | Add +3.8% | 16,895 | $10.6M |
| Sunburst Financial Group, LLC | 2.14% | Reduce -1.2% | 16,865 | $10.6M |
| Pennsylvania Capital Management Inc. | 2.90% | Add +14.7% | 16,855 | $10.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.24% | Add +1.7% | 16,842 | $10.6M |
| Independence Bank of Kentucky | 1.31% | Add +9.7% | 16,834 | $10.6M |
| Pitcairn Wealth Advisors LLC | 0.95% | — | 16,811 | $10.5M |
| Leo Wealth, LLC | 0.76% | Add +49.8% | 16,760 | $10.5M |
| Bank of New Hampshire | 2.36% | Reduce -2.4% | 16,758 | $10.5M |
| Cambridge Capital Management, LLC | 4.71% | Add +1.9% | 16,744 | $10.5M |
| Navis Wealth Advisors, LLC | 4.44% | Add +0.5% | 16,728 | $10.5M |
| MMBG Investment Advisors Co. | 0.88% | Reduce -2.9% | 16,728 | $10.5M |
| Balefire, LLC | 2.03% | Add +7.1% | 16,652 | $10.4M |
| Canvas Wealth Advisors, LLC | 1.77% | Add +2.8% | 16,621 | $10.4M |
| Duncan Williams Asset Management, LLC | 2.58% | Add +3.6% | 16,485 | $10.4M |
| SageView Advisory Group, LLC | 0.35% | Reduce -43.8% | 16,547 | $10.4M |
| Graetz Wealth LLC | 9.44% | — | 16,528 | $10.4M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Add +164.5% | 16,514 | $10.4M |
| Serenus Wealth Advisors, LLC | 1.99% | Reduce -1.8% | 18,242 | $10.3M |
| Stephen J. Garry & Associates, LLC | 8.16% | Reduce -4.3% | 16,397 | $10.3M |
| Bridgewealth Advisory Group, LLC | 2.27% | Add +4.6% | 16,396 | $10.3M |
| MorganRosel Wealth Management, LLC | 2.57% | Add +12.5% | 16,389 | $10.3M |
| Eastern Bank | 0.18% | Reduce -8.2% | 16,389 | $10.3M |
| Dakota Wealth Management | 0.18% | Add +6.4% | 16,383 | $10.3M |
| Pallas Capital Advisors LLC | 0.34% | Add +17.9% | 16,298 | $10.2M |
| Wealth Enhancement Trust Services, Inc. | 1.29% | — | 16,283 | $10.2M |
| Cannon Capital Management, Inc. | 8.97% | — | 16,271 | $10.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | Reduce -20.3% | 16,260 | $10.2M |
| Marshall Financial Group, LLC | 1.98% | Reduce -2.2% | 16,251 | $10.2M |
| Victrix Investment Advisors | 3.94% | New | 16,215 | $10.2M |
| Vision Retirement, LLC | 2.72% | — | 16,207 | $10.2M |
| Adams Wealth Management | 2.16% | Reduce -0.6% | 16,179 | $10.1M |
| OpenArc Corporate Advisory, LLC | 0.17% | — | 16,177 | $10.1M |
| CPR Investments Inc. | 6.81% | Reduce -2.2% | 16,173 | $10.1M |
| LifePlan Investment Advisors, Inc. | 4.13% | Reduce -33.5% | 16,173 | $10.1M |
| Bank of Nova Scotia | 0.02% | Reduce -87.0% | 16,138 | $10.1M |
| Mitchell Sinkler & Starr | 4.57% | Add +9.0% | 16,123 | $10.1M |
| Staley Capital Advisers Inc. | 0.42% | Add +0.3% | 16,102 | $10.1M |
| Fonville Wealth Management LLC | 2.06% | Reduce -3.3% | 16,087 | $10.1M |
| Breakwater Capital Group | 1.41% | Reduce -9.7% | 16,084 | $10.1M |
| SeaCrest Wealth Management, LLC | 1.02% | Add +3.4% | 15,885 | $10.1M |
| Thrive Wealth Management, LLC | 1.48% | Reduce -0.3% | 16,055 | $10.1M |
| Lake Street Private Wealth, LLC | 1.24% | Add +23.2% | 16,045 | $10.1M |
| PFG Investments, LLC | 0.47% | Add +3.2% | 16,022 | $10.0M |
| Evernest Financial Advisors, LLC | 2.10% | Reduce -3.0% | 15,736 | $10.0M |
| NavPoint Financial, Inc. | 4.29% | Add +2.6% | 16,008 | $10.0M |
| Root Financial Partners, LLC | 0.52% | Add +1.3% | 15,994 | $10.0M |
| River's Edge Wealth Management, LLC | 9.74% | — | 15,916 | $10.0M |
| Bradley Foster & Sargent Inc. | 0.15% | Reduce -13.3% | 15,840 | $9.9M |
| Wealth Watch Advisors, INC | 3.65% | Add +3.8% | 15,696 | $9.8M |
| HighMark Wealth Management LLC | 4.01% | Reduce -0.1% | 15,685 | $9.8M |
| ICONIQ Capital, LLC | 0.15% | Add +0.3% | 15,664 | $9.8M |
| Marble Harbor Investment Counsel, LLC | 1.05% | Reduce -7.1% | 15,646 | $9.8M |
| Traveka Wealth, LLC | 3.99% | Reduce -4.5% | 15,638 | $9.8M |
| HORAN Wealth, LLC | 1.50% | Add +69.6% | 15,614 | $9.8M |
| Tactive Advisors, LLC | 2.84% | Reduce -3.6% | 15,468 | $9.7M |
| NBT Bank, N.A. | 0.63% | Add +0.4% | 17,018 | $9.7M |
| Oath Planning, LLC | 9.55% | — | 15,426 | $9.7M |
| UMB Bank, n.a. | 0.13% | Add +37.0% | 15,414 | $9.7M |
| Kingdom Financial Group LLC. | 2.98% | Add +872.9% | 15,371 | $9.6M |
| Regal Investment Advisors LLC | 0.58% | Reduce -15.7% | 15,369 | $9.6M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +4.1% | 15,333 | $9.6M |
| McKinley Carter Wealth Services, Inc. | 0.54% | Add +3.5% | 15,327 | $9.6M |
| Strive Financial Group ,LLC | 5.07% | — | 15,295 | $9.6M |
| Lavelle Capital LP | 6.07% | — | 15,286 | $9.6M |
| Hurley Capital, LLC | 5.36% | Add +6.5% | 15,247 | $9.6M |
| Global Financial Private Client, LLC | 3.35% | Reduce -3.2% | 15,236 | $9.6M |
| Defined Wealth Management, LLC | 5.50% | Reduce -1.1% | 15,223 | $9.5M |
| Alpha Cubed Investments, LLC | 0.33% | Reduce -0.6% | 15,183 | $9.5M |
| Alpha Financial Advisors, LLC | 2.91% | No change | 15,170 | $9.5M |
| Clear Creek Financial Management, LLC | 0.78% | Add +23.6% | 15,157 | $9.5M |
| Fermata Advisors, LLC | 2.27% | Reduce -0.2% | 15,103 | $9.5M |
| Tudor Financial Inc. | 4.85% | Reduce -3.4% | 15,096 | $9.5M |
| Nwam LLC | 0.53% | Add +4.7% | 14,883 | $9.5M |
| Hexagon Capital Partners LLC | 1.74% | Add +0.5% | 15,049 | $9.4M |
| Trilogy Capital Inc. | 0.42% | Reduce -4.5% | 14,990 | $9.4M |
| Greenwich Wealth Management LLC | 0.42% | Reduce -0.8% | 14,977 | $9.4M |
| Element Pointe Advisors, LLC | 1.81% | Reduce -1.3% | 14,964 | $9.4M |
| Citizens Business Bank | 1.55% | Reduce -6.9% | 14,947 | $9.4M |
| Stratos Investment Management, LLC | 0.37% | Add +5.8% | 14,883 | $9.3M |
| Omnia Family Wealth, LLC | 2.75% | Reduce -11.1% | 14,874 | $9.3M |
| Cedar Wealth Management, LLC | 2.79% | Add +13.3% | 14,852 | $9.3M |
| Peak Asset Management, LLC | 1.58% | Add +0.2% | 14,826 | $9.3M |
| Summit Financial Strategies, Inc. | 0.76% | Add +2.4% | 14,819 | $9.3M |
| Gainplan LLC | 3.49% | Add +2.2% | 14,807 | $9.3M |
| Founders Grove Wealth Partners, LLC | 2.09% | Reduce -3.1% | 14,794 | $9.3M |
| Alta Advisers Ltd | 3.36% | No change | 14,790 | $9.3M |
| Ategra Capital Management, LLC | 5.28% | No change | 14,724 | $9.2M |
| Advyzon Investment Management, LLC | 1.07% | Add +54.2% | 14,706 | $9.2M |
| Causey Wealth LLC | 4.17% | Add +26.4% | 14,627 | $9.2M |
| Greenhouse Wealth Management, LLC | 5.42% | Reduce -0.4% | 14,610 | $9.2M |
| Tanager Wealth Management LLP | 0.91% | Add +19.3% | 14,549 | $9.1M |
| Fiduciary Alliance LLC | 0.60% | Add +13.4% | 14,520 | $9.1M |
| M3 Advisory Group, LLC | 5.54% | Add +40.3% | 14,501 | $9.1M |
| Parthenon LLC | 0.98% | Reduce -4.4% | 14,480 | $9.1M |
| Birch Financial Group, LLC | 5.18% | Add +2.2% | 14,473 | $9.1M |
| DF Dent & Co. Inc. | 0.13% | Add +3.1% | 14,472 | $9.1M |
| Columbus Macro, LLC | 0.99% | Add +0.6% | 14,452 | $9.1M |
| Sage Financial Management Group, Inc. | 2.76% | Reduce -0.3% | 14,424 | $9.0M |
| Florida Trust Wealth Management Co | 0.25% | Add +1.5% | 14,423 | $9.0M |
| Dana Investment Advisors, Inc. | 0.26% | Add +3.8% | 14,356 | $9.0M |
| KDT Advisors, LLC | 12.62% | No change | 14,354 | $9.0M |
| Omnitrust Wealth Management, Inc | 11.43% | — | 14,334 | $9.0M |
| Transcend Capital Advisors, LLC | 0.70% | Reduce -3.5% | 14,312 | $9.0M |
| Hudock, Inc. | 1.32% | Add +0.9% | 14,310 | $9.0M |
| Montecito Bank & Trust | 1.43% | Add +193.5% | 14,302 | $9.0M |
| Stanley-Laman Group, Ltd. | 1.14% | Add +64.6% | 14,286 | $9.0M |
| Embree Financial Group | 1.10% | Reduce -0.8% | 14,277 | $9.0M |
| North Star Asset Management Inc. | 0.36% | Add +0.6% | 14,251 | $8.9M |
| Harvey Partners, LLC | 0.80% | New | 14,200 | $8.9M |
| Sovran Advisors, LLC | 0.76% | Reduce -17.6% | 13,971 | $8.9M |
| CWA Asset Management Group, LLC | 0.32% | Reduce -1.9% | 14,157 | $8.9M |
| Accent Capital Management, LLC | 3.81% | Add +0.7% | 14,138 | $8.9M |
| Kathmere Capital Management, LLC | 0.60% | Add +3.6% | 14,080 | $8.8M |
| Marks Group Wealth Management, Inc | 0.84% | Reduce -10.1% | 14,040 | $8.8M |
| Burling Wealth Partners, LLC | 1.37% | Add +14.2% | 14,028 | $8.8M |
| Csenge Advisory Group | 0.40% | Add +1.5% | 13,985 | $8.8M |
| Stegner Investment Associates Inc. | 4.65% | Add +31.8% | 13,954 | $8.8M |
| Good Steward Wealth Advisors,LLC | 5.77% | Add +12.3% | 13,933 | $8.7M |
| Westfuller Advisors, LLC | 3.53% | Add +1.4% | 13,920 | $8.7M |
| Sharp Wealth Advisory, LLC | 4.37% | Add +14.0% | 13,858 | $8.7M |
| Attessa Capital LLC | 4.75% | Add +13.8% | 13,857 | $8.7M |
| Stone Wealth Partners | 7.74% | — | 13,855 | $8.7M |
| Berman McAleer LLC | 1.18% | Reduce -3.0% | 13,817 | $8.7M |
| Bawa N Mallick Trust | 3.21% | No change | 13,801 | $8.7M |
| Horizon Investments, LLC | 0.11% | Add +2.2% | 13,774 | $8.6M |
| Sound Income Strategies, LLC | 0.41% | Add +66.9% | 13,543 | $8.6M |
| Pettyjohn, Wood & White, Inc. | 1.34% | Add +2.5% | 13,646 | $8.6M |
| Cypress Wealth Services, LLC | 1.18% | Add +1.6% | 13,608 | $8.5M |
| Mackenzie Financial Corp. | 0.01% | Add +16.3% | 13,503 | $8.5M |
| Westshore Wealth, LLC | 2.82% | Add +23.4% | 13,554 | $8.5M |
| Atlantic Union Bankshares Corp | 0.16% | Add +6.6% | 13,530 | $8.5M |
| Capital Planning Advisors, LLC | 1.13% | Add +2.9% | 13,517 | $8.5M |
| EdgeRock Capital LLC | 2.26% | Reduce -13.2% | 13,512 | $8.5M |
| Sequent Asset Management, LLC | 3.76% | Add +1.4% | 13,506 | $8.5M |
| Peak Retirement Planning, Inc. | 1.98% | Reduce -37.1% | 13,500 | $8.5M |
| Monetta Financial Services Inc. | 6.06% | No change | 13,500 | $8.5M |
| Foster Victor Wealth Advisors, LLC | 0.49% | Add +465.7% | 13,310 | $8.5M |
| Canal Capital Management, LLC | 1.20% | Reduce -0.1% | 13,474 | $8.4M |
| Great Lakes Advisors, LLC | 0.07% | Add +0.0% | 13,472 | $8.4M |
| Waller Financial Planning Group, Inc. | 1.87% | Reduce -12.0% | 13,460 | $8.4M |
| Collective Family Office LLC | 1.93% | Reduce -6.3% | 13,420 | $8.4M |
| Ascentis Independent Advisors | 1.36% | Add +19.2% | 13,400 | $8.4M |
| SMART Wealth LLC | 2.56% | Add +18.3% | 13,399 | $8.4M |
| AMG Asset Management Group, Inc. | 26.99% | — | 13,365 | $8.4M |
| LaSalle St. Investment Advisors, LLC | 1.35% | Add +3.6% | 13,340 | $8.4M |
| Burkett Asset Management Ltd | 8.44% | — | 13,320 | $8.4M |
| Tolleson Wealth Management, Inc. | 1.21% | Reduce -19.9% | 13,319 | $8.4M |
| Midland Wealth Advisors, LLC | 0.43% | Reduce -3.2% | 13,263 | $8.3M |
| Searcy Financial Services Inc. | 3.08% | Add +0.3% | 13,249 | $8.3M |
| Ridgecrest Wealth Partners, LLC | 4.51% | Reduce -33.9% | 13,249 | $8.3M |
| Louisbourg Investments Inc. | 1.65% | Add +4.6% | 13,237 | $8.3M |
| Midwest Financial Network, LLC | 6.39% | Reduce -2.6% | 13,207 | $8.3M |
| Connable Office Inc. | 0.76% | Add +2.1% | 13,160 | $8.3M |
| Stone Loft Wealth Management LLC | 7.73% | — | 13,140 | $8.2M |
| Stokes Family Office, LLC | 0.75% | Reduce -6.1% | 13,117 | $8.2M |
| Silver Oak Securities, Incorporated | 0.56% | Add +13.5% | 13,014 | $8.2M |
| Waterfront Wealth Inc. | 1.56% | Add +3.9% | 12,886 | $8.2M |
| LOM Asset Management Ltd | 2.37% | Reduce -2.8% | 13,061 | $8.2M |
| Primoris Wealth Advisors, LLC | 4.89% | Add +2.1% | 13,041 | $8.2M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +2.5% | 13,004 | $8.2M |
| McDonald Partners LLC | 2.57% | Add +1.0% | 13,003 | $8.2M |
| Financial Enhancement Group LLC | 1.06% | Reduce -0.7% | 12,876 | $8.1M |
| Thrive Capital Management, LLC | 1.81% | Add +19.7% | 12,940 | $8.1M |
| Tidal Investments LLC | 0.03% | Reduce -16.1% | 12,918 | $8.1M |
| Kera Capital Partners, Inc. | 1.00% | Reduce -3.3% | 12,729 | $8.1M |
| Keystone Wealth Services, LLC | 1.70% | Add +2.2% | 12,895 | $8.1M |
| Saxony Capital Management, LLC | 4.95% | Reduce -0.0% | 12,883 | $8.1M |
| TritonPoint Partners, LLC | 4.31% | — | 12,876 | $8.1M |
| Brooks, Moore & Associates, Inc. | 3.95% | Reduce -41.8% | 12,830 | $8.0M |
| Capital Asset Managemnet, LLC | 8.90% | — | 12,815 | $8.0M |
| Calamos Wealth Management LLC | 0.28% | Add +7.8% | 12,776 | $8.0M |
| Financial Planning Hawaii, Inc. | 4.62% | — | 12,775 | $8.0M |
| GSG Advisors LLC | 2.06% | Add +0.2% | 12,755 | $8.0M |
| HighPoint Advisor Group LLC | 0.18% | New | 12,748 | $8.0M |
| Waystone Advisors LLC | 6.85% | — | 12,736 | $8.0M |
| First City Capital Management, Inc. | 4.21% | Add +7.7% | 12,718 | $8.0M |
| Advisors Capital Management, LLC | 0.09% | Add +1.9% | 12,692 | $8.0M |
| Sax Wealth Advisors, LLC | 0.37% | Add +2.3% | 12,679 | $8.0M |
| Denver PWM, LLC | 2.65% | No change | 13,966 | $7.9M |
| Warner Financial, Inc. | 2.74% | Add +1.9% | 12,603 | $7.9M |
| Oxford Financial Group, LTD. LLC | 0.43% | Reduce -0.0% | 12,591 | $7.9M |
| Prasad Wealth Partners, LLC | 2.11% | Add +2.4% | 12,586 | $7.9M |
| Newman Dignan & Sheerar, Inc. | 1.64% | Reduce -0.1% | 12,561 | $7.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Add +10.2% | 12,498 | $7.9M |
| Violich Capital Management, Inc. | 0.88% | Reduce -24.2% | 12,519 | $7.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -67.7% | 12,500 | $7.8M |
| Safeguard Investment Advisory Group, LLC | 2.00% | Reduce -16.2% | 12,465 | $7.8M |
| Whittier Trust Co. | 0.08% | Add +15.3% | 12,204 | $7.8M |
| Indivisible Partners | 0.84% | — | 12,342 | $7.7M |
| D'Orazio & Associates, Inc. | 0.99% | Add +0.6% | 12,341 | $7.7M |
| August Group Capital Ltd | 8.57% | — | 12,310 | $7.7M |
| Clarity Capital Advisors, LLC | 3.86% | Add +24.6% | 12,299 | $7.7M |
| Marotta Asset Management | 1.43% | Reduce -8.6% | 12,275 | $7.7M |
| Destination Wealth Management | 0.20% | Reduce -1.6% | 12,266 | $7.7M |
| Quadrant Capital Group LLC | 0.23% | Reduce -0.5% | 12,262 | $7.7M |
| Birinyi Associates Inc. | 1.92% | Add +0.0% | 12,258 | $7.7M |
| Redhawk Wealth Advisors, Inc. | 0.86% | Add +26.7% | 12,257 | $7.7M |
| Planning Project LLC | 1.93% | — | 12,251 | $7.7M |
| Forum Financial Management, LP | 0.10% | Add +0.9% | 12,251 | $7.7M |
| Landing Point Financial Group, LLC | 3.83% | Add +1.0% | 12,246 | $7.7M |
| SteelPeak Wealth, LLC | 0.25% | Reduce -32.1% | 12,240 | $7.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -12.7% | 12,235 | $7.7M |
| Phoenix Financial Ltd. | 0.08% | Add +2.2% | 12,182 | $7.6M |
| Crumly & Associates Inc. | 1.60% | No change | 12,181 | $7.6M |
| Finward Bancorp | 5.93% | Add +4.3% | 12,177 | $7.6M |
| First American Trust, FSB | 0.53% | Add +55.7% | 12,176 | $7.6M |
| Allegiance Financial Group Advisory Services LLC | 1.60% | Reduce -8.0% | 12,166 | $7.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.54% | Add +8.8% | 12,145 | $7.6M |
| 21 West Wealth Management LLC | 6.93% | Add +3.6% | 12,095 | $7.6M |
| Focus Financial Network, Inc. | 0.26% | Add +1.2% | 12,048 | $7.6M |
| Daybright Advisory Services, Inc. | 2.01% | — | 12,033 | $7.5M |
| New York Life Investment Management LLC | 0.06% | Add +39.4% | 12,007 | $7.5M |
| Coppell Advisory Solutions LLC | 0.74% | Reduce -0.5% | 11,917 | $7.5M |
| Coerente Capital Management | 1.37% | No change | 12,000 | $7.5M |
| Armstrong Advisory Group, Inc. | 0.51% | Add +0.4% | 11,977 | $7.5M |
| Hills Bank & Trust Co | 0.44% | Reduce -2.4% | 11,951 | $7.5M |
| Kitching Partners, LLC | 6.85% | Reduce -28.8% | 11,948 | $7.5M |
| PCM Encore, LLC | 1.59% | — | 11,936 | $7.5M |
| Elevation Capital Advisory, LLC | 3.05% | Add +72.6% | 11,896 | $7.5M |
| Clarkston Capital Partners, LLC | 0.17% | Add +94.0% | 11,874 | $7.4M |
| Luminist Capital LLC | 9.20% | Add +2.1% | 11,872 | $7.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Add +8.8% | 11,867 | $7.4M |
| TRUE Private Wealth Advisors | 0.75% | Reduce -1.2% | 11,863 | $7.4M |
| Cora Capital Advisors LLC | 2.89% | Add +6.6% | 11,834 | $7.4M |
| Quest 10 Wealth Builders, Inc. | 6.64% | Reduce -2.3% | 11,827 | $7.4M |
| Amundi | 0.00% | Reduce -23.5% | 11,818 | $7.4M |
| Courier Capital LLC | 0.42% | Add +11.3% | 11,803 | $7.4M |
| YHB Investment Advisors, Inc. | 0.51% | Reduce -4.3% | 11,790 | $7.4M |
| Milestone Asset Management Group, LLC | 4.17% | Add +12.2% | 11,786 | $7.4M |
| Titleist Asset Management, LLC | 0.60% | Add +7.7% | 11,783 | $7.4M |
| BSW Wealth Partners | 0.89% | Reduce -0.2% | 11,776 | $7.4M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -3.0% | 11,764 | $7.4M |
| Benchmark Financial Wealth Advisors, LLC | 2.11% | Add +0.8% | 11,738 | $7.4M |
| Jaffetilchin Investment Partners, LLC | 0.43% | Reduce -1.3% | 11,715 | $7.3M |
| Lyell Wealth Management, LP | 0.53% | Add +8.1% | 11,706 | $7.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -21.0% | 11,641 | $7.3M |
| Smith Partners Wealth Management, LLC | 6.71% | — | 11,635 | $7.3M |
| Sykon Capital LLC | 2.34% | Add +93.0% | 11,628 | $7.3M |
| Tempo Wealth, LLC | 1.30% | — | 11,595 | $7.3M |
| One Capital Management, LLC | 0.22% | Reduce -8.3% | 11,588 | $7.3M |
| Peregrine Asset Advisers, Inc. | 2.05% | Add +3.1% | 11,585 | $7.3M |
| Crewe Advisors LLC | 0.64% | Reduce -5.3% | 11,582 | $7.3M |
| Cambria Investment Management, L.P. | 0.42% | Add +172.5% | 11,580 | $7.3M |
| Silver Grove Financial Group, Inc. | 6.26% | Add +40.6% | 11,530 | $7.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.17% | Reduce -3.1% | 11,513 | $7.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -19.1% | 11,497 | $7.2M |
| Legacy Capital Wealth Partners, LLC | 1.55% | Reduce -3.8% | 11,493 | $7.2M |
| BCS Private Wealth Management, Inc. | 2.46% | Add +26.8% | 11,491 | $7.2M |
| Clark Capital Management Group, Inc. | 0.04% | Add +4.2% | 11,481 | $7.2M |
| 1900 Wealth Management LLC | 0.46% | Add +3.1% | 11,372 | $7.1M |
| CRA Financial Services, LLC | 0.93% | Reduce -34.4% | 11,371 | $7.1M |
| Essex Financial Services, Inc. | 0.41% | Add +12.6% | 11,362 | $7.1M |
| Prospect Financial Services LLC | 4.08% | Add +3.3% | 11,329 | $7.1M |
| Trust Point Inc. | 0.56% | Reduce -0.2% | 11,323 | $7.1M |
| Coastline Trust Co | 0.67% | Reduce -3.6% | 11,317 | $7.1M |
| ARS Wealth Advisors Group, LLC | 0.64% | Add +2.1% | 11,315 | $7.1M |
| Calton & Associates, Inc. | 1.04% | Add +5.9% | 11,290 | $7.1M |
| Blue Bell Private Wealth Management, LLC | 1.04% | Add +1.1% | 11,281 | $7.1M |
| Long Run Wealth Advisors, LLC | 1.33% | Add +1.1% | 11,272 | $7.1M |
| Orser Capital Management, LLC | 3.98% | Add +5.4% | 11,241 | $7.0M |
| WealthCare Investment Partners, LLC | 2.04% | Add +3.9% | 11,156 | $7.0M |
| PFC Capital Group, Inc. | 2.88% | Add +11.0% | 11,159 | $7.0M |
| First Trust Advisors LP | 0.01% | Add +58.0% | 11,116 | $7.0M |
| Helium Advisors LLC | 7.04% | Reduce -43.5% | 11,092 | $7.0M |
| JFS Wealth Advisors, LLC | 0.39% | Add +0.4% | 11,081 | $6.9M |
| McNaughton Wealth Management, LLC | 2.86% | Add +3.6% | 11,071 | $6.9M |
| Klingman & Associates, LLC | 0.33% | Reduce -0.5% | 11,055 | $6.9M |
| Brooklyn Investment Group | 0.32% | Add +107.0% | 10,954 | $6.9M |
| Rockbridge Investment Management, LCC | 0.64% | Reduce -0.3% | 11,031 | $6.9M |
| Evelyn Partners Asset Management Ltd | 1.62% | Add +0.3% | 10,982 | $6.9M |
| Dougherty & Associates, LLC | 6.14% | — | 10,960 | $6.9M |
| Market Street Wealth Management Advisors LLC | 1.07% | Reduce -2.4% | 10,958 | $6.9M |
| Reliant Investment Partners, LLC | 5.38% | Add +2.2% | 10,935 | $6.9M |
| Marino Management, LLC | 1.36% | — | 10,836 | $6.8M |
| Waters Parkerson & Co., LLC | 0.34% | Add +0.6% | 10,909 | $6.8M |
| Ducere Wealth Management LLC | 2.64% | — | 10,884 | $6.8M |
| Moors & Cabot, Inc. | 0.29% | Add +2.7% | 10,855 | $6.8M |
| Signaturefd, LLC | 0.10% | Reduce -6.5% | 10,853 | $6.8M |
| Park National Corp. | 0.21% | Add +1.9% | 10,843 | $6.8M |
| Insight Advisors, LLC/ PA | 1.03% | Add +0.9% | 10,832 | $6.8M |
| Generation Capital Management LLC | 4.40% | Add +9.6% | 10,814 | $6.8M |
| BCGM Wealth Management, LLC | 1.73% | Add +0.2% | 10,791 | $6.8M |
| Luken Investment Analytics, LLC | 2.67% | Reduce -0.4% | 10,767 | $6.8M |
| ERn Financial, LLC | 1.27% | Add +0.0% | 10,765 | $6.8M |
| Detalus Advisors, LLC | 1.64% | Add +0.9% | 10,754 | $6.7M |
| Hoxton Planning & Management, LLC | 2.01% | Reduce -0.5% | 10,738 | $6.7M |
| Hutchens & Kramer Investment Management Group, LLC | 2.32% | Add +2.9% | 10,711 | $6.7M |
| Sigma Investment Counselors Inc. | 0.34% | Reduce -0.8% | 10,704 | $6.7M |
| Vista Capital Partners, Inc. | 0.66% | Add +8.3% | 10,636 | $6.7M |
| Platform Technology Partners | 1.42% | Add +10.4% | 10,626 | $6.7M |
| Douglass Winthrop Advisors, LLC | 0.12% | Add +42.7% | 10,588 | $6.6M |
| Black Diamond Financial, LLC | 0.70% | Add +22.4% | 10,584 | $6.6M |
| Partners in Financial Planning | 1.12% | Reduce -0.3% | 10,575 | $6.6M |
| Trust Co. of Oklahoma | 1.93% | Add +0.8% | 10,569 | $6.6M |
| Vestia Personal Wealth Advisors | 3.37% | Add +16.6% | 10,514 | $6.6M |
| Centurion Wealth Management LLC | 1.46% | Add +8.6% | 10,561 | $6.6M |
| Ignite Planners, LLC | 1.01% | Add +8.3% | 10,405 | $6.6M |
| First Hawaiian Bank | 0.88% | New | 10,546 | $6.6M |
| Armbruster Capital Management, Inc. | 1.11% | Add +15.1% | 10,523 | $6.6M |
| Global Assets Advisory, LLC | 1.89% | Add +0.8% | 10,523 | $6.6M |
| Flagship Wealth Advisors, LLC | 1.91% | Add +10.9% | 10,496 | $6.6M |
| Miramontes Capital, LLC | 2.24% | — | 10,486 | $6.6M |
| Mattern Capital Management, LLC | 0.78% | No change | 10,470 | $6.6M |
| Fire Capital Management LLC | 3.26% | Add +83.6% | 10,427 | $6.5M |
| Sovereign Financial Group, Inc. | 1.16% | Reduce -0.3% | 10,418 | $6.5M |
| Capital Wealth Alliance, LLC | 2.78% | Add +9.4% | 10,193 | $6.5M |
| Ehrenkranz Partners L.P. | 7.36% | Add +0.2% | 10,358 | $6.5M |
| Axis Wealth Partners, LLC | 3.59% | Reduce -0.3% | 10,353 | $6.5M |
| Wick Capital Partners, LLC | 1.16% | Add +10.7% | 10,298 | $6.5M |
| Lloyd Advisory Services, LLC. | 2.50% | Reduce -8.5% | 10,273 | $6.4M |
| TFO Wealth Partners, LLC | 0.96% | No change | 10,227 | $6.4M |
| Northstar Asset Management Inc. | 1.66% | No change | 10,220 | $6.4M |
| Tradition Wealth Management, LLC | 0.46% | Add +23.4% | 10,211 | $6.4M |
| PDS Planning, Inc | 0.43% | Add +3.7% | 10,208 | $6.4M |
| Eclectic Associates Inc. | 1.00% | Add +3.8% | 10,208 | $6.4M |
| West Michigan Advisors, LLC | 1.47% | Add +1.6% | 10,203 | $6.4M |
| DGS Capital Management, LLC | 1.09% | Add +16.2% | 10,134 | $6.4M |
| Agate Pass Investment Management, LLC | 2.36% | Add +22.6% | 10,124 | $6.3M |
| Yarger Wealth Strategies, LLC | 2.72% | Add +14.0% | 10,097 | $6.3M |
| Everest Private Wealth | 3.53% | Reduce -5.0% | 10,088 | $6.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.43% | Reduce -4.4% | 10,073 | $6.3M |
| Single Point Partners, LLC | 1.25% | Reduce -0.5% | 10,064 | $6.3M |
| Beacon Advisors Holdings, LLC | 3.30% | — | 10,007 | $6.3M |
| Welch Group, LLC | 0.24% | Add +14.3% | 9,972 | $6.3M |
| Apollon Financial, LLC | 0.91% | Add +3.6% | 9,971 | $6.3M |
| Vista Investment Partners Ii, LLC | 2.69% | Add +4.3% | 9,968 | $6.3M |
| Granite Islands Private Wealth, LLC | 5.73% | — | 9,919 | $6.2M |
| Anchor Investment Management, LLC | 0.51% | Add +0.9% | 9,914 | $6.2M |
| Asset Dedication, LLC | 0.41% | Add +2.4% | 9,912 | $6.2M |
| Mayflower Financial Advisors, LLC | 0.75% | Reduce -2.1% | 9,903 | $6.2M |
| Seamount Financial Group Inc. | 2.82% | Add +12.9% | 9,900 | $6.2M |
| Childress Capital Advisors, LLC | 0.99% | Add +5.9% | 9,840 | $6.2M |
| United Advisor Group, LLC | 0.79% | Reduce -16.7% | 9,816 | $6.2M |
| Gouws Capital LLC | 3.25% | Add +0.8% | 9,813 | $6.2M |
| Revere Asset Management, Inc | 2.16% | Reduce -0.4% | 9,797 | $6.1M |
| Walter & Keenan Wealth Management LLC /in/ | 1.64% | Add +0.9% | 9,781 | $6.1M |
| Cidel Asset Management Inc. | 0.43% | Reduce -0.1% | 9,759 | $6.1M |
| Fulcrum Wealth Advisors, LLC | 5.03% | — | 9,744 | $6.1M |
| Werba Rubin Papier Wealth Management | 1.66% | Add +9.6% | 9,739 | $6.1M |
| Jordan Park Group LLC | 0.35% | Reduce -16.8% | 9,702 | $6.1M |
| Aprio Wealth Management, LLC | 0.35% | Add +75.5% | 9,692 | $6.1M |
| Saxon Interests, Inc. | 2.15% | Reduce -3.4% | 9,691 | $6.1M |
| Phillips Wealth Planners LLC | 4.87% | Add +7.5% | 9,636 | $6.1M |
| Community Bank of Raymore | 4.12% | No change | 9,661 | $6.1M |
| Fortress Private Ledger, LLC | 1.99% | Add +31.9% | 9,625 | $6.0M |
| Ariston Services Group | 3.54% | Reduce -0.7% | 9,618 | $6.0M |
| Palisade Asset Management, LLC | 0.59% | Reduce -0.8% | 9,584 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +3.2% | 9,571 | $6.0M |
| Family Wealth Partners, LLC | 2.15% | Reduce -1.6% | 9,492 | $6.0M |
| Biltmore Family Office, LLC | 0.82% | Add +21.8% | 9,482 | $5.9M |
| Affinity Capital Advisors, LLC | 0.82% | Add +1.5% | 9,481 | $5.9M |
| Investor's Fiduciary Advisor Network, LLC | 1.27% | Add +1123.9% | 9,461 | $5.9M |
| Blue Edge Capital, LLC | 0.79% | Add +0.5% | 9,448 | $5.9M |
| Christensen, King & Associates Investment Services, Inc. | 2.52% | Add +1.0% | 9,427 | $5.9M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -3.9% | 9,394 | $5.9M |
| Frisch Financial Group, Inc. | 1.32% | Add +0.3% | 9,372 | $5.9M |
| Worth Asset Management, LLC | 2.49% | Add +3.0% | 9,371 | $5.9M |
| Koenig Investment Advisory, LLC | 4.75% | — | 9,245 | $5.9M |
| Wright Wealth LLC | 3.82% | — | 9,340 | $5.9M |
| Flagstar Securities, Inc. | 1.96% | Reduce -8.1% | 9,338 | $5.9M |
| Raffa Wealth Management, LLC | 0.90% | Reduce -6.0% | 9,334 | $5.9M |
| Bfsg, LLC | 0.57% | Reduce -0.4% | 9,317 | $5.8M |
| FAS Wealth Partners, Inc. | 0.38% | Add +2.6% | 9,317 | $5.8M |
| S.A. Mason LLC | 2.30% | Add +31.1% | 9,283 | $5.8M |
| QTR Family Wealth, LLC | 2.55% | Add +9.7% | 9,106 | $5.8M |
| Atomic Invest LLC | 3.25% | — | 9,155 | $5.8M |
| D.B. Root & Company, LLC | 1.41% | Reduce -0.9% | 9,218 | $5.8M |
| Solstein Capital, LLC | 2.31% | Add +1278.6% | 9,195 | $5.8M |
| Signal Advisors Wealth, LLC | 0.46% | Add +30.8% | 9,193 | $5.8M |
| Parker Investment Management, LLC | 0.82% | Reduce -12.7% | 9,167 | $5.7M |
| Jackson, Grant Investment Advisers, Inc. | 1.89% | Reduce -0.2% | 9,160 | $5.7M |
| Reliant Wealth Planning | 1.79% | Reduce -2.4% | 9,145 | $5.7M |
| ICW Investment Advisors LLC | 2.08% | Reduce -2.2% | 9,141 | $5.7M |
| Capital Wealth Management, LLC | 1.85% | Reduce -1.3% | 9,126 | $5.7M |
| ZWJ Investment Counsel Inc. | 0.21% | Reduce -4.2% | 9,103 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9,088 | $5.7M |
| LongView Wealth Management | 1.38% | Add +4.5% | 8,913 | $5.7M |
| XML Financial, LLC | 0.46% | Add +18.1% | 9,069 | $5.7M |
| Fullerton Fund Management Co Ltd. | 0.25% | New | 9,053 | $5.7M |
| Elser Financial Planning, Inc | 4.11% | Add +0.8% | 9,052 | $5.7M |
| Woodmont Investment Counsel LLC | 0.35% | Add +43.0% | 9,012 | $5.7M |
| Parcion Private Wealth LLC | 0.34% | Add +724.5% | 18,684 | $5.7M |
| Prepared Retirement Institute LLC | 2.84% | Reduce -6.6% | 9,010 | $5.7M |
| Bath Savings Trust Co | 0.56% | Reduce -0.6% | 8,997 | $5.6M |
| Menora Mivtachim Holdings LTD. | 0.03% | Reduce -17.4% | 8,987 | $5.6M |
| Kestra Investment Management, LLC | 0.14% | Add +1.8% | 8,939 | $5.6M |
| Davis R M Inc. | 0.10% | Add +10.5% | 8,935 | $5.6M |
| Kinloch Capital, LLC | 2.41% | Reduce -0.6% | 8,901 | $5.6M |
| Vectors Research Management, LLC | 1.70% | Add +17.6% | 8,893 | $5.6M |
| Baldwin Investment Management, LLC | 0.63% | Add +0.8% | 8,884 | $5.6M |
| Essex Bank | 1.21% | Reduce -9.2% | 8,875 | $5.6M |
| Moss Adams Wealth Advisors LLC | 0.40% | Add +2.0% | 8,859 | $5.6M |
| Tyche Wealth Partners LLC | 0.88% | Add +9.5% | 8,831 | $5.5M |
| Rf&l Wealth Management, LLC | 3.10% | Add +3.0% | 8,818 | $5.5M |
| Curi Capital, LLC | 0.10% | Add +23.6% | 8,818 | $5.5M |
| Everhart Financial Group, Inc. | 0.51% | Add +11.5% | 8,813 | $5.5M |
| Comprehensive Financial Planning, Inc. | 3.65% | Add +1.1% | 8,811 | $5.5M |
| Quartz Partners, LLC | 2.05% | Reduce -0.9% | 8,783 | $5.5M |
| Rothschild Wealth LLC | 0.53% | Add +12.5% | 8,781 | $5.5M |
| Dala Group, LLC | 4.76% | — | 8,755 | $5.5M |
| Whalerock Point Partners, LLC | 1.08% | Add +3.0% | 8,750 | $5.5M |
| Arthur M. Cohen & Associates, LLC | 0.89% | Add +0.1% | 8,707 | $5.5M |
| Legacy Financial Strategies, LLC | 0.97% | Reduce -1.0% | 8,706 | $5.5M |
| Strategic Investment Solutions, Inc. | 1.31% | Reduce -18.9% | 8,695 | $5.5M |
| Wellington Shields Capital Management, LLC | 0.80% | Add +6.9% | 8,694 | $5.5M |
| Schear Investment Advisers, LLC | 2.35% | Reduce -14.3% | 8,692 | $5.5M |
| Valued Retirements, Inc. | 5.32% | Add +11.7% | 8,679 | $5.4M |
| Fortis Capital Advisors, LLC | 0.80% | Add +3.0% | 8,664 | $5.4M |
| Fortune Financial Group, Inc. | 5.33% | — | 8,605 | $5.4M |
| NerdWallet Wealth Partners, LLC | 2.43% | Add +0.3% | 8,676 | $5.4M |
| My Personal CFO, LLC | 2.25% | New | 8,618 | $5.4M |
| Kastel Capital Advisors, LLC | 3.31% | — | 8,608 | $5.4M |
| Seven Mile Advisory | 0.94% | Reduce -29.5% | 8,597 | $5.4M |
| Modus Advisors, LLC | 1.42% | Reduce -4.9% | 8,564 | $5.4M |
| RKL Wealth Management LLC | 0.44% | Add +12.4% | 8,552 | $5.4M |
| Nicholson Wealth Management Group, LLC | 3.14% | Reduce -46.2% | 8,539 | $5.4M |
| Ameriflex Group, Inc. | 2.78% | Reduce -47.7% | 8,532 | $5.4M |
| SouthState Bank Corp | 0.24% | Reduce -18.1% | 8,485 | $5.3M |
| CFM Wealth Partners LLC | 0.77% | Add +0.9% | 8,474 | $5.3M |
| Ledgewood Wealth Advisors, LLC | 3.06% | Reduce -2.9% | 8,474 | $5.3M |
| Next Capital Management LLC | 1.69% | Reduce -15.9% | 8,438 | $5.3M |
| Integrated Investment Consultants, LLC | 1.04% | Add +1.3% | 8,421 | $5.3M |
| Maxele Advisors, LLC | 4.29% | Add +10.1% | 8,421 | $5.3M |
| Genus Capital Management Inc. | 0.61% | Reduce -33.5% | 8,416 | $5.3M |
| Wiser Advisor Group LLC | 6.03% | Reduce -0.0% | 8,413 | $5.3M |
| Vision Capital Management, Inc. | 0.64% | Reduce -27.2% | 8,399 | $5.3M |
| MBL Wealth, LLC | 0.42% | Add +32.2% | 8,349 | $5.2M |
| Larry Mathis Financial Planning, LLC | 4.61% | — | 8,325 | $5.2M |
| Advisory Alpha, LLC | 0.14% | Reduce -23.9% | 8,316 | $5.2M |
| Attestor Capital Ltd | 2.45% | — | 8,218 | $5.2M |
| Brindle & Bay Financial Advisors, LLC | 3.45% | — | 8,277 | $5.2M |
| Hoese & Co LLP | 3.69% | Reduce -15.8% | 8,260 | $5.2M |
| Heritage Trust Co | 0.53% | Reduce -11.1% | 8,246 | $5.2M |
| Aaron Wealth Advisors LLC | 0.29% | Reduce -2.5% | 8,244 | $5.2M |
| American Investment Services, Inc. | 1.20% | Reduce -11.0% | 8,243 | $5.2M |
| Sulzberger Capital Advisors, Inc. | 5.22% | Reduce -1.4% | 8,242 | $5.2M |
| Red Crane Wealth Management, LLC | 4.20% | Add +0.0% | 8,183 | $5.1M |
| HCR Wealth Advisors | 0.51% | Add +3.8% | 8,158 | $5.1M |
| Hanover Advisors Inc. | 1.98% | Reduce -0.6% | 8,146 | $5.1M |
| XTX Topco Ltd | 0.13% | New | 8,146 | $5.1M |
| Foster Dykema Cabot & Partners, LLC | 0.31% | Reduce -5.9% | 8,120 | $5.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -23.8% | 8,102 | $5.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | New | 8,092 | $5.1M |
| Boyd Watterson Asset Management LLC | 1.47% | No change | 8,085 | $5.1M |
| O'Brien Wealth Partners LLC | 0.67% | Add +9.7% | 8,080 | $5.1M |
| Xcel Wealth Management, LLC | 1.32% | Reduce -0.3% | 8,074 | $5.1M |
| Magnolia Capital Advisors LLC | 1.06% | Add +14.3% | 8,062 | $5.1M |
| JTC Employer Solutions Trustee Ltd | 0.34% | No change | 8,055 | $5.1M |
| Liberty Wealth Management LLC | 0.65% | Reduce -2.2% | 8,056 | $5.0M |
| Beacon Capital Management, LLC | 0.78% | Add +3.7% | 7,974 | $5.0M |
| Legacy Edge Advisors, LLC | 0.55% | Reduce -1.5% | 7,960 | $5.0M |
| FSA Advisors, Inc. | 3.46% | Reduce -42.6% | 7,944 | $5.0M |
| Invariant Investment Management | 3.18% | — | 7,793 | $5.0M |
| Etesian Wealth Advisors, Inc. | 1.56% | Add +1.7% | 7,931 | $5.0M |
| Charter Capital Management, LLC\DE | 2.56% | Add +4.1% | 7,916 | $5.0M |
| Jacobi Capital Management LLC | 0.29% | Reduce -1.3% | 7,905 | $5.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.74% | Add +7.1% | 7,881 | $4.9M |
| McAdam, LLC | 0.23% | Add +7.1% | 7,873 | $4.9M |
| Arrowroot Family Office, LLC | 1.79% | Reduce -13.3% | 7,850 | $4.9M |
| Equita Financial Network, Inc. | 1.48% | Add +30.0% | 7,842 | $4.9M |
| S Harris Financial Group, LLC | 4.69% | — | 7,810 | $4.9M |
| Bill Few Associates, Inc. | 1.21% | Add +5.2% | 7,809 | $4.9M |
| Keebeck Wealth Management | 0.57% | Add +0.9% | 7,808 | $4.9M |
| Cove Private Wealth, LLC | 1.47% | Add +2.9% | 7,803 | $4.9M |
| Farnam Financial LLC | 3.67% | Reduce -7.8% | 7,771 | $4.9M |
| Fee-Only Financial Planning, L.C. | 2.83% | Reduce -1.0% | 7,733 | $4.8M |
| L.K. Benson & Company, P.C. | 2.43% | Reduce -14.2% | 7,720 | $4.8M |
| Southland Equity Partners LLC | 0.95% | Add +3.5% | 7,706 | $4.8M |
| LVW Advisors, LLC | 0.49% | Add +15.9% | 7,686 | $4.8M |
| Sagace Wealth Management LLC | 3.27% | Reduce -1.0% | 7,676 | $4.8M |
| Penobscot Wealth Management | 1.48% | Add +0.4% | 7,661 | $4.8M |
| Crux Wealth Advisors | 1.78% | Add +0.2% | 7,612 | $4.8M |
| Heritage Investors Management Corp. | 0.14% | Add +2.5% | 7,596 | $4.8M |
| Summit Wealth & Retirement Planning, Inc. | 1.12% | Add +1.4% | 7,589 | $4.8M |
| Cogent Private Wealth, Inc. | 3.62% | — | 7,588 | $4.8M |
| Eschler Asset Management LLP | 3.22% | New | 7,552 | $4.7M |
| New Covenant Trust Company, N.A. | 4.26% | Add +11.2% | 7,517 | $4.7M |
| DBK Financial Counsel, LLC | 3.62% | Add +4.1% | 7,522 | $4.7M |
| Hudson Bay Capital Management LP | 0.03% | No change | 7,500 | $4.7M |
| Security National Bank | 0.67% | Reduce -8.3% | 7,481 | $4.7M |
| Aventura Private Wealth, LLC | 1.68% | Reduce -1.3% | 7,468 | $4.7M |
| Truepoint, Inc. | 0.11% | Add +5.5% | 7,462 | $4.7M |
| Maia Wealth LLC | 0.80% | Add +1.7% | 7,466 | $4.7M |
| WESPAC Advisors, LLC | 2.53% | No change | 7,445 | $4.7M |
| Schrum Private Wealth Management LLC | 3.45% | Add +4.1% | 7,441 | $4.7M |
| Greenspring Advisors, LLC | 0.29% | New | 7,428 | $4.7M |
| Twin Peaks Wealth Advisors, LLC | 1.36% | Add +110.0% | 7,297 | $4.7M |
| IPG Investment Advisors LLC | 0.81% | Reduce -38.5% | 7,407 | $4.6M |
| Atlas Capital Advisors Inc. | 0.52% | — | 7,407 | $4.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.9% | 7,379 | $4.6M |
| ORG Partners LLC | 0.83% | Add +0.5% | 7,364 | $4.6M |
| Well Done, LLC | 0.69% | Reduce -0.3% | 7,325 | $4.6M |
| Howard Wealth Management, LLC | 2.00% | Add +0.2% | 7,315 | $4.6M |
| Integrity Investment Advisors, LLC | 2.52% | Add +15.8% | 7,306 | $4.6M |
| World Equity Group, Inc. | 1.27% | Add +6.4% | 7,282 | $4.6M |
| Quadcap Wealth Management, LLC | 0.52% | Reduce -1.4% | 7,260 | $4.6M |
| Planning Alternatives Ltd. | 0.57% | Add +0.3% | 7,257 | $4.6M |
| Riverbridge Partners LLC | 0.09% | New | 7,255 | $4.5M |
| 49 Wealth Management, LLC | 0.37% | Add +295.5% | 7,238 | $4.5M |
| Pasadena Private Wealth, LLC | 0.62% | Add +7.5% | 7,231 | $4.5M |
| Trust Co. of Toledo NA | 0.45% | Add +57.1% | 7,230 | $4.5M |
| Barnes Pettey Financial Advisors, LLC | 2.24% | Add +8.4% | 7,215 | $4.5M |
| Family Capital Management, Inc. | 2.01% | Add +464.9% | 7,208 | $4.5M |
| Warwick Investment Management, Inc. | 0.70% | Reduce -4.3% | 7,194 | $4.5M |
| Prospect Financial Group LLC | 4.19% | Reduce -0.3% | 7,180 | $4.5M |
| Madison Asset Management, LLC | 0.05% | Reduce -0.3% | 7,163 | $4.5M |
| Riverchase Wealth Management, LLC | 2.44% | No change | 7,154 | $4.5M |
| Sharkey, Howes & Javer | 0.57% | Reduce -6.0% | 7,150 | $4.5M |
| Patriot Investment Management Group, Inc. | 0.28% | Add +1.9% | 7,141 | $4.5M |
| Townsend Asset Management Corp. /NC/ | 1.57% | Reduce -0.8% | 7,111 | $4.5M |
| Gradient Capital Advisors, LLC | 1.15% | Reduce -4.7% | 7,102 | $4.5M |
| Legacy Financial Group LLC | 0.55% | Add +3.2% | 7,035 | $4.4M |
| Bluesphere Advisors LLC | 1.95% | Reduce -5.0% | 7,016 | $4.4M |
| 25 LLC | 1.40% | Reduce -7.6% | 7,011 | $4.4M |
| Arcadia Wealth Management, LLC | 1.63% | Add +0.4% | 6,991 | $4.4M |
| 1776 Wealth LLC | 1.65% | No change | 6,975 | $4.4M |
| Family Investment Center, Inc. | 0.88% | Reduce -1.6% | 6,965 | $4.4M |
| Sage Capital Advisors,llc | 1.03% | Add +3.9% | 6,931 | $4.3M |
| Minot DeBlois Advisors LLC | 3.90% | Reduce -11.0% | 6,923 | $4.3M |
| Clientfirst Wealth Management, LLC | 3.48% | No change | 6,920 | $4.3M |
| Avondale Wealth Management | 2.23% | Reduce -0.7% | 6,920 | $4.3M |
| Hancock Whitney Corp. | 0.08% | Reduce -5.3% | 6,893 | $4.3M |
| Pursue Wealth Partners LLC | 2.10% | Add +73.8% | 6,874 | $4.3M |
| Kavar Capital Partners Group, LLC | 0.59% | Reduce -0.0% | 6,860 | $4.3M |
| WealthCollab, LLC | 1.76% | Add +1.0% | 6,858 | $4.3M |
| Hardin Capital Partners, LLC | 2.03% | Add +0.1% | 6,847 | $4.3M |
| CV Advisors LLC | 1.09% | Add +0.4% | 6,827 | $4.3M |
| Nilsine Partners, LLC | 0.37% | Add +54.9% | 6,824 | $4.3M |
| Intrua Financial, LLC | 0.47% | Reduce -12.7% | 6,800 | $4.3M |
| CFC Planning Co LLC | 3.27% | Add +64.6% | 6,780 | $4.3M |
| Bollard Group LLC | 0.11% | Reduce -52.1% | 6,773 | $4.2M |
| VSM Wealth Advisory, LLC | 1.27% | Reduce -1.0% | 6,740 | $4.2M |
| Oxford Wealth Group, LLC | 2.05% | — | 6,718 | $4.2M |
| Investment Advisory Group, LLC | 1.08% | Add +22.5% | 6,714 | $4.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.94% | Add +14.5% | 6,717 | $4.2M |
| Tortoise Investment Management, LLC | 0.37% | Add +15.8% | 6,659 | $4.2M |
| Cornerstone Wealth Management, LLC | 0.22% | Reduce -7.5% | 6,651 | $4.2M |
| Accredited Investors Inc. | 0.22% | Add +4.3% | 6,650 | $4.2M |
| Adapt Wealth Advisors, LLC | 1.43% | Reduce -0.0% | 6,640 | $4.2M |
| Kornitzer Capital Management Inc. | 0.09% | Add +4.3% | 6,618 | $4.2M |
| Pennington Partners & Co., LLC | 1.66% | Reduce -1.3% | 6,613 | $4.1M |
| John G Ullman & Associates Inc. | 0.55% | Reduce -3.4% | 6,606 | $4.1M |
| Sfmg, LLC | 0.28% | Add +1.3% | 6,605 | $4.1M |
| Glass Jacobson Investment Advisors llc | 1.49% | Add +3.8% | 6,599 | $4.1M |
| Debussy Capital Management LP | 0.56% | Reduce -12.4% | 6,587 | $4.1M |
| Pandowealth. LLC | 3.79% | — | 106,976 | $4.1M |
| Independent Wealth Network Inc. | 1.26% | Reduce -0.5% | 6,576 | $4.1M |
| Revolve Wealth Partners, LLC | 0.48% | Add +2.8% | 6,572 | $4.1M |
| Azimuth Capital Investment Management LLC | 0.15% | Add +312.4% | 6,566 | $4.1M |
| Golden State Wealth Management, LLC | 0.43% | Reduce -6.0% | 6,561 | $4.1M |
| BLB&B Advisors, LLC | 0.17% | Reduce -3.8% | 6,551 | $4.1M |
| Texas Yale Capital Corp. | 0.12% | Add +6.1% | 6,546 | $4.1M |
| Ewa, LLC | 1.00% | Add +34.4% | 6,544 | $4.1M |
| Monograph Wealth Advisors, LLC | 0.40% | Reduce -0.1% | 6,543 | $4.1M |
| Mechanics Bank Trust Department | 0.54% | Reduce -0.4% | 6,521 | $4.1M |
| Vigilare Wealth Management | 1.37% | Add +103.0% | 6,509 | $4.1M |
| Cullinan Associates Inc. | 0.28% | Reduce -1.1% | 6,500 | $4.1M |
| DB Fitzpatrick & Co, Inc | 3.61% | Add +4.9% | 6,473 | $4.1M |
| Astra Wealth Partners LLC | 2.48% | Reduce -3.9% | 6,467 | $4.1M |
| Zacks Investment Management | 0.03% | Add +16.5% | 6,465 | $4.1M |
| Patton Albertson Miller Group, LLC | 0.48% | Reduce -25.1% | 6,462 | $4.1M |
| Cooper/Haims Advisors, LLC | 1.84% | Add +32.5% | 6,462 | $4.1M |
| Syon Capital LLC | 0.20% | Reduce -0.6% | 6,457 | $4.0M |
| Opulen Financial Group LLC | 2.95% | Add +3.4% | 6,450 | $4.0M |
| Sterling Group Wealth Management, LLC | 1.96% | Add +1.0% | 6,447 | $4.0M |
| First PREMIER Bank | 0.92% | Reduce -0.2% | 6,414 | $4.0M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +8.1% | 6,411 | $4.0M |
| Paragon Private Wealth Management, LLC | 1.23% | Add +0.0% | 6,401 | $4.0M |
| Ami Investment Management Inc. | 0.90% | Reduce -5.4% | 6,393 | $4.0M |
| Triasima Portfolio Management inc. | 0.60% | Add +0.7% | 6,387 | $4.0M |
| LRI Investments, LLC | 0.32% | Add +1.2% | 6,344 | $4.0M |
| Gateway Investment Advisers LLC | 0.04% | Reduce -15.5% | 6,340 | $4.0M |
| Viewpoint Investment Partners Corp. | 1.89% | Add +0.1% | 6,325 | $4.0M |
| Rexford Capital Inc. | 3.00% | Add +20.1% | 6,322 | $4.0M |
| Networth Advisors, LLC | 2.93% | — | 6,321 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.28% | Add +12.2% | 6,311 | $4.0M |
| Braun-Bostich & Associates Inc. | 2.44% | Reduce -9.1% | 6,310 | $4.0M |
| Richards, Merrill & Peterson, Inc. | 1.51% | Add +11.2% | 6,287 | $3.9M |
| DecisionMap Wealth Management, LLC | 2.43% | Add +0.0% | 6,273 | $3.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.20% | Add +8.9% | 6,270 | $3.9M |
| DT Investment Partners, LLC | 0.32% | Reduce -0.0% | 6,248 | $3.9M |
| Crusonia Wealth Advisors LLC | 0.86% | — | 6,218 | $3.9M |
| NYL Investors LLC | 1.32% | No change | 6,217 | $3.9M |
| Ironwood Investment Counsel, LLC | 0.54% | Reduce -7.0% | 6,210 | $3.9M |
| BlueChip Wealth Advisors LLC | 1.63% | Add +18.3% | 6,172 | $3.9M |
| Ballast Rock Private Wealth LLC | 2.41% | — | 6,145 | $3.9M |
| Thompson Davis & Co., Inc. | 2.31% | Add +8.3% | 6,143 | $3.9M |
| Madison Wealth Partners, Inc | 0.70% | Add +5.0% | 6,137 | $3.8M |
| Great Diamond Partners, LLC | 0.74% | Add +161.1% | 6,135 | $3.8M |
| Meeder Advisory Services, Inc. | 0.17% | Add +11.4% | 6,130 | $3.8M |
| Synergy Financial Group, LTD | 2.70% | Add +1.8% | 6,128 | $3.8M |
| BXM Wealth LLC | 2.96% | Add +612.6% | 59,424 | $3.8M |
| Highland Capital Management, LLC | 0.19% | Reduce -0.7% | 6,110 | $3.8M |
| Birchwood Financial Partners, Inc. | 3.80% | — | 6,105 | $3.8M |
| Maridea Wealth Management LLC | 0.58% | Add +2.7% | 6,100 | $3.8M |
| Redstone Wealth Management, LLC | 3.02% | — | 6,094 | $3.8M |
| Orgel Wealth Management, LLC | 0.08% | Add +0.9% | 6,089 | $3.8M |
| Bridgelight Financial Advisors, Inc. | 3.24% | — | 6,069 | $3.8M |
| California State Teachers Retirement System | 0.00% | New | 6,065 | $3.8M |
| Marathon Wealth Advisors LLC | 1.51% | — | 6,059 | $3.8M |
| Baldwin Wealth Partners LLC | 0.24% | Reduce -2.9% | 6,055 | $3.8M |
| Key Client Fiduciary Advisors, LLC | 1.31% | Add +12.8% | 6,032 | $3.8M |
| Vermillion Wealth Management, Inc. | 1.54% | Add +9.7% | 5,984 | $3.8M |
| Pacific Park Financial, Inc. | 2.34% | — | 5,979 | $3.7M |
| Financial Consulate, Inc. | 0.51% | Reduce -0.8% | 5,972 | $3.7M |
| Sawyer & Company, Inc | 1.32% | Add +6.2% | 5,968 | $3.7M |
| Disciplined Investors, L.L.C. | 2.45% | Reduce -0.8% | 5,966 | $3.7M |
| Sunpointe, LLC | 1.24% | Add +3.8% | 5,952 | $3.7M |
| First Interstate Bank | 0.20% | Reduce -6.4% | 5,951 | $3.7M |
| RMG Wealth Management LLC | 0.48% | Add +0.0% | 5,900 | $3.7M |
| 71 West Capital Partners | 0.17% | — | 5,946 | $3.7M |
| Vines Capital Management, LLC | 3.63% | — | 5,938 | $3.7M |
| First National Advisers, LLC | 0.51% | Add +5.4% | 5,905 | $3.7M |
| Tannin Capital LLC | 3.30% | — | 5,886 | $3.7M |
| Baker Avenue Asset Management, LP | 0.09% | Add +61.2% | 5,878 | $3.7M |
| Eagle Capital Management LLC | 0.01% | New | 5,875 | $3.7M |
| Bakala Capital LLC | 17.42% | Add +1.2% | 5,874 | $3.7M |
| Sankala Group LLC | 2.94% | — | 5,824 | $3.7M |
| Principle Wealth Partners LLC | 0.21% | Add +8.9% | 5,853 | $3.7M |
| Accurate Wealth Management, LLC | 0.47% | Add +0.3% | 5,747 | $3.7M |
| Orion Investment Co | 1.12% | Add +2.3% | 5,843 | $3.7M |
| Consultiva Wealth Management, Corp. | 10.28% | Reduce -4.7% | 5,838 | $3.7M |
| GHP Investment Advisors, Inc. | 0.15% | Add +0.6% | 5,837 | $3.7M |
| Ssa Swiss Advisors AG | 1.70% | Reduce -2.8% | 5,825 | $3.7M |
| Tradewinds, LLC. | 0.87% | Reduce -0.2% | 5,791 | $3.6M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Add +0.2% | 5,790 | $3.6M |
| Long Island Wealth Management, Inc. | 1.71% | Reduce -5.9% | 5,778 | $3.6M |
| Segment Wealth Management, LLC | 0.21% | Add +42.9% | 5,778 | $3.6M |
| PAX Financial Group, LLC | 0.62% | Reduce -46.3% | 5,768 | $3.6M |
| Compass Advisory Group LLC | 0.98% | Add +0.4% | 5,760 | $3.6M |
| Trellis Wealth Advisors LLC | 1.41% | Add +0.0% | 5,757 | $3.6M |
| Tranquility Partners, LLC | 1.30% | Reduce -0.7% | 5,754 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.21% | Add +15.7% | 5,743 | $3.6M |
| Tennessee Valley Asset Management Partners | 0.47% | Add +4.4% | 5,733 | $3.6M |
| Shade Tree Advisors LLC | 2.73% | Add +65.4% | 5,727 | $3.6M |
| Bank of Marin | 2.48% | Reduce -2.3% | 5,716 | $3.6M |
| Innova Wealth Partners | 1.81% | Add +7.9% | 5,716 | $3.6M |
| JT Stratford LLC | 0.46% | Add +12.7% | 5,714 | $3.6M |
| IMA Advisory Services, Inc. | 0.34% | Reduce -2.0% | 5,686 | $3.6M |
| Opal Capital LLC | 0.89% | — | 5,585 | $3.6M |
| Maripau Wealth Management LLC | 1.63% | Add +29.8% | 5,694 | $3.6M |
| Waddell & Associates, LLC | 0.24% | No change | 5,665 | $3.6M |
| Keystone Global Partners, LLC | 1.56% | Reduce -1.7% | 5,655 | $3.5M |
| Cedarwood Wealth LLC | 3.93% | — | 5,531 | $3.5M |
| McMorgan & Co. LLC | 0.58% | Reduce -1.9% | 5,615 | $3.5M |
| GWN Securities Inc. | 0.71% | Add +13.2% | 5,605 | $3.5M |
| KFA Private Wealth Group, LLC | 0.85% | Reduce -4.4% | 5,597 | $3.5M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Reduce -0.5% | 5,589 | $3.5M |
| Beirne Wealth Consulting Services, LLC | 1.01% | Reduce -6.2% | 5,573 | $3.5M |
| Purkiss Capital Advisors LLC | 1.64% | Add +13.1% | 5,567 | $3.5M |
| Realta Investment Advisors | 1.15% | Add +5.6% | 5,563 | $3.5M |
| Argo Wealth Advisory, LLC | 2.09% | — | 5,563 | $3.5M |
| Berkshire Money Management, Inc. | 0.33% | New | 5,556 | $3.5M |
| Cherry Tree Wealth Management, LLC | 0.73% | Add +0.2% | 5,534 | $3.5M |
| Cornerstone Planning Group LLC | 0.54% | Reduce -50.6% | 5,425 | $3.5M |
| Performance Wealth Partners, LLC | 0.09% | Add +8.2% | 5,531 | $3.5M |
| Consilio Wealth Advisors, LLC | 1.01% | Reduce -0.0% | 5,529 | $3.5M |
| IFC Advisors LLC | 0.51% | Add +7.0% | 5,529 | $3.5M |
| Auour Investments LLC | 1.10% | Reduce -9.5% | 5,495 | $3.4M |
| Perennial Investment Advisors, LLC | 0.27% | Add +2.0% | 5,492 | $3.4M |
| Colter Lewis Investment Partners LLC | 3.98% | — | 5,486 | $3.4M |
| Walled Lake Planning & Wealth Management, LLC | 1.09% | Reduce -0.9% | 5,486 | $3.4M |
| Summit Financial Wealth Advisors, LLC | 0.49% | Reduce -5.6% | 5,486 | $3.4M |
| Accel Wealth Management | 0.94% | Add +2.4% | 5,484 | $3.4M |
| Black Swift Group, LLC | 0.57% | Reduce -6.7% | 5,479 | $3.4M |
| Boreal Capital Management LLC | 3.14% | Add +8.4% | 5,473 | $3.4M |
| Lee, Kelleher & Klein Wealth Management | 2.04% | Reduce -1.1% | 5,459 | $3.4M |
| Taylor Hoffman Capital Management LLC | 1.04% | Reduce -1.4% | 5,458 | $3.4M |
| Terra Nova Asset Management LLC | 2.25% | Reduce -19.2% | 5,458 | $3.4M |
| Private Advisory Group LLC | 0.27% | Reduce -1.8% | 5,450 | $3.4M |
| Kirtland Hills Capital Management, LLC | 1.20% | Add +4.7% | 5,441 | $3.4M |
| Goodwin Investment Advisory | 3.74% | Add +5.9% | 5,437 | $3.4M |
| Capital Analysts, LLC | 0.09% | Add +5.1% | 5,429 | $3.4M |
| Channel Wealth LLC | 0.86% | Reduce -11.2% | 5,428 | $3.4M |
| Winthrop Advisory Group LLC | 0.29% | Reduce -9.5% | 5,414 | $3.4M |
| Invesco Ltd. | 0.00% | Add +87.3% | 5,408 | $3.4M |
| MSH Capital Advisors LLC | 0.72% | Add +48.7% | 5,406 | $3.4M |
| Prosperity Advisers, LLC | 2.80% | — | 5,404 | $3.4M |
| TCI Wealth Advisors, Inc. | 0.19% | Reduce -3.3% | 5,404 | $3.4M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -97.0% | 5,397 | $3.4M |
| Integrity Wealth Solutions LLC | 1.34% | Add +2.1% | 5,391 | $3.4M |
| Vienna Asset Management LLC | 1.92% | Add +43.5% | 5,388 | $3.4M |
| Reality Financial Planning Services, LLC | 3.23% | — | 5,376 | $3.4M |
| Pettinga Financial Advisors LLC | 0.64% | New | 5,374 | $3.4M |
| Redwood Family Wealth LLC | 3.33% | — | 5,368 | $3.4M |
| Wealth Architects, LLC | 0.30% | Add +0.8% | 5,359 | $3.4M |
| InTrack Investment Management Inc | 1.87% | Reduce -1.5% | 5,337 | $3.3M |
| Bluestem Financial Advisors, LLC | 1.29% | Add +1.3% | 5,334 | $3.3M |
| Arlington Trust Co LLC | 0.34% | Reduce -3.8% | 5,315 | $3.3M |
| Olde Wealth Management, LLC | 1.02% | Reduce -0.1% | 5,300 | $3.3M |
| Global Strategic Investment Solutions, LLC | 0.32% | Reduce -4.9% | 5,286 | $3.3M |
| Weaver Consulting Group | 0.81% | Reduce -1.5% | 5,283 | $3.3M |
| May Hill Capital, LLC | 0.89% | Reduce -23.1% | 5,271 | $3.3M |
| Avestar Capital, LLC | 0.23% | Add +17.8% | 5,266 | $3.3M |
| Richardson Financial Services Inc. | 1.07% | Add +2.0% | 5,521 | $3.3M |
| JMN Financial LLC | 3.28% | — | 5,249 | $3.3M |
| Roffman Miller Associates Inc. | 0.18% | New | 5,243 | $3.3M |
| Robinson Smith Wealth Advisors LLC | 2.25% | Add +9.5% | 5,243 | $3.3M |
| Triton Wealth Management, PLLC | 1.23% | Add +99.1% | 5,191 | $3.3M |
| Welch & Forbes LLC | 0.04% | Add +1.1% | 5,211 | $3.3M |
| Meredith Wealth Planning | 0.97% | Add +1.4% | 5,199 | $3.3M |
| Capital CS Group, LLC | 5.13% | Add +4.3% | 5,167 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.3% | 5,166 | $3.2M |
| Latko Wealth Management, Ltd. | 1.58% | Add +18.1% | 5,156 | $3.2M |
| Financial Council, LLC | 1.29% | No change | 5,152 | $3.2M |
| A4 Wealth Advisors LLC | 2.80% | Add +6.9% | 5,151 | $3.2M |
| Curran Financial Partners, LLC | 0.61% | Add +36.5% | 5,140 | $3.2M |
| Prosperity Consulting Group, LLC | 0.14% | Add +31.8% | 5,129 | $3.2M |
| Fsa Wealth Partners, Inc. | 1.16% | Reduce -24.3% | 5,128 | $3.2M |
| Physician Wealth Advisors, Inc. | 0.45% | Add +3.6% | 5,123 | $3.2M |
| Bedel Financial Consulting, Inc. | 0.35% | Add +23.1% | 5,118 | $3.2M |
| McGuire Capital Advisors Inc. | 2.03% | — | 5,082 | $3.2M |
| Pine Ridge Advisers LLC | 0.22% | No change | 5,075 | $3.2M |
| SRH Advisors, LLC | 0.92% | Reduce -0.9% | 5,074 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +127.9% | 5,055 | $3.2M |
| Quent Capital, LLC | 0.23% | Add +6.5% | 5,046 | $3.2M |
| Verus Financial Partners, Inc. | 0.29% | No change | 4,964 | $3.2M |
| Markin Asset Management, LP | 3.48% | — | 5,041 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.57% | Add +13.4% | 5,040 | $3.2M |
| CFS Investment Advisory Services, LLC | 0.23% | Add +17.1% | 5,011 | $3.1M |
| First Pacific Financial | 0.41% | Add +1.7% | 5,007 | $3.1M |
| Cauble & Harre Wealth Management, Inc. | 2.63% | — | 5,006 | $3.1M |
| Jain Global LLC | 0.03% | Reduce -97.0% | 5,000 | $3.1M |
| Headinvest, LLC | 0.62% | Add +8.9% | 4,963 | $3.1M |
| Hubbell Strickland Wealth Management, LLC | 1.25% | Reduce -2.6% | 4,959 | $3.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.09% | Add +532.5% | 4,940 | $3.1M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Add +36.5% | 4,935 | $3.1M |
| Roberts Glore & Co. Inc. | 0.82% | Reduce -2.6% | 4,931 | $3.1M |
| Baring Financial LLC | 1.88% | Reduce -2.7% | 4,925 | $3.1M |
| Faithward Advisors, LLC | 0.45% | Add +8.2% | 4,922 | $3.1M |
| Provenance Wealth Advisors, LLC | 0.34% | Add +3.2% | 4,922 | $3.1M |
| Capital Advisors Inc. | 0.05% | Add +1.7% | 4,919 | $3.1M |
| Values Added Financial LLC | 1.30% | Reduce -0.3% | 4,916 | $3.1M |
| Roble, Belko & Company, Inc | 0.40% | Add +17.1% | 4,906 | $3.1M |
| National Wealth Management Group, LLC | 1.06% | Add +8.4% | 4,900 | $3.1M |
| WealthShield Partners, LLC | 0.34% | Add +30.1% | 4,898 | $3.1M |
| FOCUS Wealth Advisors, LLC | 1.43% | Add +0.4% | 4,891 | $3.1M |
| Cherry Creek Investment Advisors, Inc. | 1.31% | Reduce -1.3% | 4,885 | $3.1M |
| Myecfo, LLC | 1.30% | Reduce -1.0% | 4,885 | $3.1M |
| SB Capital Management Inc | 1.12% | — | 4,879 | $3.1M |
| SageGuard Financial Group, LLC | 0.49% | — | 4,867 | $3.1M |
| RB Capital Management, LLC | 0.64% | Add +60.2% | 4,860 | $3.0M |
| PACK Private Wealth, LLC | 1.39% | No change | 4,859 | $3.0M |
| Arsenal Capital Advisors LLC | 2.14% | — | 4,833 | $3.0M |
| Chicago Capital, LLC | 0.07% | Reduce -45.0% | 4,824 | $3.0M |
| Cloud Capital Management, LLC | 1.42% | Add +6.3% | 4,804 | $3.0M |
| GEM Asset Management, LLC | 1.34% | Add +36.5% | 4,743 | $3.0M |
| Evolve Private Wealth, LLC | 0.18% | — | 4,790 | $3.0M |
| Legacy Wealth Advisors, LLC | 1.97% | — | 4,767 | $3.0M |
| E&G Advisors, LLC | 0.67% | No change | 4,752 | $3.0M |
| Defender Capital, LLC. | 0.97% | New | 4,750 | $3.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.29% | Add +4.6% | 4,744 | $3.0M |
| TruNorth Capital Management, LLC | 0.56% | No change | 4,743 | $3.0M |
| Annex Advisory Services, LLC | 0.06% | Add +7.5% | 4,737 | $3.0M |
| Grantvest Financial Group LLC | 1.90% | Add +3.6% | 4,732 | $3.0M |
| SeaBridge Investment Advisors LLC | 0.49% | Reduce -2.2% | 4,723 | $3.0M |
| Stonebridge Capital Advisors LLC | 0.21% | Add +2.2% | 4,721 | $3.0M |
| Advance Capital Management, Inc. | 0.13% | Add +2.8% | 4,720 | $3.0M |
| Harbour Investment Management LLC | 1.56% | Add +0.0% | 4,694 | $2.9M |
| Linscomb Wealth, Inc. | 0.12% | Reduce -2.6% | 4,688 | $2.9M |
| Founders Financial Alliance, LLC | 0.55% | Add +0.5% | 4,687 | $2.9M |
| Gibson Capital, LLC | 0.54% | No change | 4,671 | $2.9M |
| Retirement Income Solutions, Inc. | 0.49% | Add +8.4% | 4,652 | $2.9M |
| SkyOak Wealth, LLC | 0.52% | Add +0.3% | 4,641 | $2.9M |
| Private Client Services, LLC | 0.91% | Add +1.8% | 4,635 | $2.9M |
| Gallacher Capital Management LLC | 1.12% | Reduce -21.2% | 4,635 | $2.9M |
| Veery Capital, LLC | 0.89% | Add +2.4% | 4,624 | $2.9M |
| Drive Wealth Management, LLC | 0.56% | Add +19.3% | 4,589 | $2.9M |
| Wolff Wiese Magana LLC | 1.56% | Add +26.1% | 4,552 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +277.0% | 4,535 | $2.8M |
| Capasso Planning Partners LLC | 1.56% | Reduce -6.1% | 4,522 | $2.8M |
| Canandaigua National Bank & Trust Co. | 0.25% | Add +3.0% | 4,514 | $2.8M |
| TCV Trust & Wealth Management, Inc. | 0.23% | Add +2.4% | 4,511 | $2.8M |
| Diversified Management Inc. | 0.66% | — | 4,501 | $2.8M |
| Portland Global Advisors LLC | 0.30% | Add +2.0% | 4,495 | $2.8M |
| Financial Perspectives, Inc | 0.76% | Add +1.2% | 4,493 | $2.8M |
| Aviance Capital Partners, LLC | 0.32% | Add +0.3% | 4,483 | $2.8M |
| Optimist Retirement Group LLC | 1.29% | Add +0.2% | 4,475 | $2.8M |
| Latitude Advisors, LLC | 1.23% | Add +12.0% | 4,470 | $2.8M |
| Tumwater Wealth Management, LLC | 1.14% | Add +2.4% | 4,463 | $2.8M |
| Towne Trust Company, N.A | 0.87% | Add +20.8% | 4,462 | $2.8M |
| Gross & Hartman Investments LLC | 1.59% | — | 4,457 | $2.8M |
| Perkins Coie Trust Co | 0.52% | No change | 4,452 | $2.8M |
| Integrity Financial Corp | 1.41% | Reduce -40.7% | 4,451 | $2.8M |
| Novem Group | 0.32% | Reduce -5.0% | 4,430 | $2.8M |
| Pine Haven Investment Counsel, Inc | 1.97% | No change | 4,420 | $2.8M |
| 180 Wealth Advisors, LLC | 0.32% | Reduce -2.8% | 4,412 | $2.8M |
| New Hampshire Trust | 0.54% | Add +106.0% | 4,389 | $2.8M |
| LifeGuide Financial Advisors, LLC | 0.91% | Reduce -10.8% | 4,379 | $2.8M |
| CrossGen Wealth, LLC | 2.41% | — | 4,361 | $2.7M |
| L & S Advisors Inc | 0.28% | Add +0.7% | 4,356 | $2.7M |
| Mezzasalma Advisors, LLC | 0.66% | Reduce -22.8% | 4,346 | $2.7M |
| Slagle Financial, LLC | 0.95% | Add +7.3% | 4,341 | $2.7M |
| MTM Investment Management, LLC | 0.87% | Reduce -4.1% | 4,341 | $2.7M |
| Diversified Enterprises, LLC | 0.16% | Add +8.8% | 4,339 | $2.7M |
| Optima Capital LLC | 1.18% | Add +1.6% | 4,336 | $2.7M |
| Narus Financial Partners, LLC | 0.75% | Reduce -2.1% | 4,321 | $2.7M |
| Michels Family Financial, LLC | 1.99% | Add +4.1% | 4,317 | $2.7M |
| LifeWealth Investments, LLC | 0.86% | Reduce -11.5% | 4,309 | $2.7M |
| Clearstead Trust, LLC | 0.42% | Add +21.7% | 4,304 | $2.7M |
| JB Capital LLC | 0.11% | Add +0.5% | 4,296 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.44% | Reduce -0.3% | 4,290 | $2.7M |
| Wealth Alliance, LLC | 0.26% | Add +161.3% | 4,286 | $2.7M |
| First County Bank | 1.42% | Add +27.2% | 4,281 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.46% | Reduce -10.9% | 4,275 | $2.7M |
| Wakefield Asset Management LLLP | 0.73% | Reduce -4.9% | 4,272 | $2.7M |
| Glaxis Capital Management, LLC | 4.58% | Add +0.6% | 4,265 | $2.7M |
| Sunbelt Securities, Inc. | 0.18% | Reduce -1.2% | 4,253 | $2.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Add +21.0% | 4,167 | $2.7M |
| J. Derek Lewis & Associates Inc. | 0.62% | — | 4,246 | $2.7M |
| Johnson Financial Group, Inc. | 0.10% | Reduce -2.8% | 4,247 | $2.7M |
| FSM Wealth Advisors, LLC | 0.36% | Reduce -29.4% | 4,244 | $2.7M |
| Rebalance, LLC | 0.16% | Reduce -2.9% | 4,244 | $2.7M |
| Cardinal Point Capital Management ULC | 0.17% | Add +3.0% | 4,237 | $2.7M |
| Downshift Financial, LLC | 1.64% | — | 4,263 | $2.7M |
| Cheviot Value Management, LLC | 0.26% | Add +6.3% | 4,140 | $2.6M |
| Cannon Financial Strategists, Inc. | 0.37% | Add +7.1% | 4,206 | $2.6M |
| Laurel Wealth Advisors LLC | 0.35% | Add +2.3% | 4,196 | $2.6M |
| Capital Asset Advisory Services LLC | 0.11% | Add +18.7% | 4,135 | $2.6M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Add +2.5% | 4,188 | $2.6M |
| Cfo Capital Management LLC | 1.96% | — | 4,170 | $2.6M |
| S&T Bank | 0.83% | No change | 4,165 | $2.6M |
| Harmony Asset Management LLC | 0.88% | Add +28.5% | 4,164 | $2.6M |
| Capital Advantage, Inc. | 0.35% | Add +3.8% | 4,163 | $2.6M |
| Reicon Wealth Advisors, LLC | 1.91% | — | 4,160 | $2.6M |
| WP Advisors, LLC | 0.65% | Reduce -1.9% | 4,152 | $2.6M |
| Occidental Asset Management, LLC | 0.31% | Add +9.1% | 4,149 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 0.94% | Add +5.7% | 4,145 | $2.6M |
| Onyx Bridge Wealth Group LLC | 0.28% | Reduce -0.6% | 4,133 | $2.6M |
| Seal Cove Capital, LLC | 2.42% | — | 4,132 | $2.6M |
| Second Line Capital, LLC | 0.53% | Reduce -1.3% | 4,129 | $2.6M |
| J Hagan Capital, Inc. | 1.43% | Reduce -42.2% | 4,121 | $2.6M |
| Diversified Portfolios, Inc. | 0.21% | Add +17.4% | 4,117 | $2.6M |
| Arrien Investments, Inc. | 1.45% | Reduce -3.8% | 4,105 | $2.6M |
| Able Wealth Management LLC | 0.81% | Add +178.5% | 4,080 | $2.6M |
| Bell Investment Advisors, Inc | 0.40% | Reduce -0.7% | 4,073 | $2.6M |
| MGB Wealth Management, LLC | 0.73% | Reduce -3.1% | 4,058 | $2.5M |
| Sandhill Capital Partners LLC | 0.18% | Add +59.1% | 4,056 | $2.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -1.7% | 4,053 | $2.5M |
| R.H. Investment Group, LLC | 2.13% | Reduce -1.0% | 4,048 | $2.5M |
| Compton Wealth Advisory Group, LLC | 0.55% | Add +8.9% | 4,046 | $2.5M |
| Trueblood Wealth Management, LLC | 0.99% | Add +9.7% | 4,044 | $2.5M |
| Chesley Taft & Associates LLC | 0.10% | Add +11.1% | 4,026 | $2.5M |
| Trivium Point Advisory, LLC | 0.25% | Add +12.6% | 4,020 | $2.5M |
| Vantage Financial Partners, LLC | 0.51% | Add +0.1% | 4,011 | $2.5M |
| Fortis Capital Management LLC | 0.33% | Add +8.8% | 4,009 | $2.5M |
| Odyssey Capital Advisors, Inc. | 2.23% | — | 4,007 | $2.5M |
| Index Fund Advisors, Inc. | 0.12% | Add +0.3% | 4,002 | $2.5M |
| Adamsbrown Wealth Consultants LLC | 0.70% | Add +31.8% | 4,001 | $2.5M |
| Virtus Wealth Solutions LLC | 0.48% | Add +14.8% | 3,999 | $2.5M |
| IMG Wealth Management, Inc. | 1.59% | Reduce -60.5% | 3,993 | $2.5M |
| Zullo Investment Group, Inc. | 0.92% | No change | 3,990 | $2.5M |
| Wealth Effects LLC | 0.78% | Add +8.5% | 3,981 | $2.5M |
| Washburn Capital Management, Inc. | 1.37% | Add +7.0% | 3,974 | $2.5M |
| Mascoma Wealth Management LLC | 0.53% | Add +0.1% | 3,970 | $2.5M |
| Wingate Wealth Advisors, Inc. | 1.39% | Add +15.7% | 3,968 | $2.5M |
| Bucket List Wealth Management, LLC | 1.48% | — | 3,952 | $2.5M |
| PTM Wealth Management, LLC | 1.40% | Add +6.8% | 3,918 | $2.5M |
| Advisory Research Inc. | 0.31% | Reduce -28.6% | 3,947 | $2.5M |
| Englebert Financial Advisers, LLC | 2.85% | — | 3,947 | $2.5M |
| Mission Creek Capital Partners, Inc. | 0.50% | Add +137.4% | 3,943 | $2.5M |
| Cercano Management LLC | 0.09% | No change | 3,941 | $2.5M |
| Oxbow Advisors, LLC | 0.22% | Add +7.8% | 3,933 | $2.5M |
| Heritage Wealth Management, Inc. | 0.69% | Add +3.3% | 3,928 | $2.5M |
| Unique Wealth, LLC | 0.34% | Add +0.8% | 3,925 | $2.5M |
| MIdWestOne Financial Group, Inc. | 0.27% | Reduce -3.4% | 3,915 | $2.5M |
| Great Oak Capital Partners, LLC | 0.61% | Add +1.5% | 3,902 | $2.5M |
| Nova Wealth Management, Inc. | 1.68% | Reduce -1.3% | 3,906 | $2.4M |
| Fiduciary Family Office, LLC | 0.70% | Add +0.7% | 3,894 | $2.4M |
| Strata Wealth Advisors, LLC | 0.68% | Add +17.0% | 3,893 | $2.4M |
| Advocacy Wealth Management, LLC | 0.10% | Add +6.2% | 3,888 | $2.4M |
| Capstone Financial Advisors, Inc. | 0.13% | Add +64.5% | 3,878 | $2.4M |
| Sandbox Financial Partners, LLC | 0.67% | Add +12.3% | 3,866 | $2.4M |
| HTG Investment Advisors, Inc. | 0.74% | Reduce -0.8% | 3,861 | $2.4M |
| MidFirst Bank | 0.19% | — | 3,859 | $2.4M |
| Culbertson A N & Co. Inc. | 0.33% | Reduce -5.0% | 3,846 | $2.4M |
| Fearless Solutions, LLC dba Best Invest | 1.45% | No change | 3,829 | $2.4M |
| Heritage Financial Services, LLC | 0.20% | Reduce -11.5% | 3,828 | $2.4M |
| Prime Buchholz LLC | 1.42% | Reduce -28.0% | 3,818 | $2.4M |
| JPL Wealth Management, LLC | 0.58% | Reduce -20.4% | 3,816 | $2.4M |
| Eagle Global Advisors LLC | 0.09% | Add +0.8% | 3,805 | $2.4M |
| Uniting Wealth Partners, LLC | 0.73% | Reduce -9.3% | 3,793 | $2.4M |
| KLCM Advisors, Inc. | 0.20% | New | 3,789 | $2.4M |
| Tilia Fiduciary Partners, Inc. | 1.31% | Add +34.9% | 3,788 | $2.4M |
| Fullerton Advisors, LLC | 2.37% | — | 3,777 | $2.4M |
| Clarity Wealth Advisors, LLC | 0.48% | Add +4.3% | 3,776 | $2.4M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -1.4% | 3,775 | $2.4M |
| Strategies Wealth Advisors, LLC | 0.24% | Reduce -7.0% | 3,770 | $2.4M |
| Orrstown Financial Services Inc. | 0.39% | Reduce -10.3% | 3,762 | $2.4M |
| Private Wealth Group, LLC | 1.13% | No change | 3,758 | $2.4M |
| Tamar Securities, LLC | 0.25% | Add +7.6% | 3,755 | $2.4M |
| Tred Avon Family Wealth, LLC | 0.77% | Reduce -16.9% | 3,753 | $2.4M |
| Mullaney, Keating & Wright, Inc. | 1.24% | Add +5.6% | 3,741 | $2.3M |
| Peoples Bank | 2.36% | Reduce -2.7% | 3,738 | $2.3M |
| Alpha Capital Advisors Inc. | 2.17% | — | 3,671 | $2.3M |
| Burton Enright Welch | 0.33% | Add +15.1% | 3,732 | $2.3M |
| Hengehold Capital Management LLC | 0.20% | Add +0.9% | 3,724 | $2.3M |
| WESCAP Management Group, Inc. | 0.47% | Add +13.1% | 3,721 | $2.3M |
| Strategic Wealth Advisors LLC | 1.99% | — | 3,714 | $2.3M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -4.5% | 3,708 | $2.3M |
| Aries Wealth Management | 0.51% | Reduce -2.6% | 3,707 | $2.3M |
| Earned Wealth Advisors, LLC | 0.16% | Add +338.2% | 3,703 | $2.3M |
| Exit Wealth Advisors, LLC. | 1.37% | Add +17.0% | 3,697 | $2.3M |
| KMT Wealth Management, LLC | 1.24% | Add +3.1% | 3,692 | $2.3M |
| Valtinson Bruner Financial Planning LLC | 0.67% | Add +0.2% | 3,689 | $2.3M |
| Coastal Bridge Advisors, LLC | 0.17% | Add +45.8% | 3,676 | $2.3M |
| Baker Boyer National Bank | 0.70% | Add +0.1% | 3,675 | $2.3M |
| Harfst & Associates, Inc. | 0.42% | Reduce -10.3% | 3,671 | $2.3M |
| Equity Wealth Partners, LLC | 1.49% | Add +3.9% | 3,667 | $2.3M |
| Glen Eagle Advisors, LLC | 0.31% | Add +41.5% | 3,666 | $2.3M |
| Snowwater Investment Partners, LLC | 2.11% | — | 3,661 | $2.3M |
| Berkeley, Inc | 0.73% | Reduce -3.8% | 3,642 | $2.3M |
| Presper Financial Architects, LLC | 1.29% | No change | 3,635 | $2.3M |
| Cherrydale Wealth Management, LLC | 0.69% | Add +0.6% | 3,628 | $2.3M |
| Alaethes Wealth, LLC | 0.64% | Add +1.4% | 3,619 | $2.3M |
| Stonebridge Financial Group, LLC | 0.19% | Reduce -1.1% | 3,617 | $2.3M |
| Compass Ion Advisors, LLC | 0.22% | Add +0.1% | 3,610 | $2.3M |
| Morris Financial Concepts, Inc. | 0.79% | Add +9.3% | 3,607 | $2.3M |
| Ibex Wealth Advisors | 0.22% | Add +43.2% | 3,599 | $2.3M |
| Enzi Wealth | 0.80% | Reduce -2.1% | 3,554 | $2.3M |
| Alpha Financial Partners LLC | 1.38% | Add +8.5% | 3,597 | $2.3M |
| DiPaolo Financial Group, Inc. | 2.40% | — | 3,597 | $2.3M |
| Investment Advisory Services Inc. /TX | 0.70% | Add +10.9% | 3,593 | $2.3M |
| Rovin Capital /Ut/ | 0.60% | Add +57.7% | 3,587 | $2.3M |
| Raab & Moskowitz Asset Management LLC | 0.49% | Reduce -0.8% | 3,587 | $2.2M |
| TCP Asset Management, LLC | 0.38% | Reduce -1.0% | 3,582 | $2.2M |
| Bragg Financial Advisors, Inc | 0.07% | Add +1.2% | 3,573 | $2.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -95.4% | 3,572 | $2.2M |
| V2 Financial group LLC | 1.10% | Add +49.6% | 3,572 | $2.2M |
| CDM Financial Counseling Services, Inc. | 2.10% | — | 3,571 | $2.2M |
| Claris Financial LLC | 1.19% | Add +37.2% | 3,568 | $2.2M |
| Princeton Global Asset Management LLC | 0.36% | Add +17.2% | 3,550 | $2.2M |
| Cornerstone Financial Group, LLC | 1.55% | Reduce -2.7% | 3,548 | $2.2M |
| Sims Investment Management, LLC | 0.79% | Reduce -6.9% | 3,548 | $2.2M |
| Heritage Investment Group, Inc. | 0.34% | Reduce -0.5% | 3,547 | $2.2M |
| Peak Planning Group, LLC | 0.62% | Add +4.4% | 3,543 | $2.2M |
| Diesslin Group, Inc. | 0.88% | — | 3,540 | $2.2M |
| Aegis Wealth Management, Inc. | 1.74% | — | 3,531 | $2.2M |
| Parkwoods Wealth Partners, LLC | 0.65% | Add +30.6% | 3,529 | $2.2M |
| Neumann Capital Management, LLC | 0.64% | Add +42.5% | 3,519 | $2.2M |
| Patron Partners, LLC | 0.98% | Add +28.0% | 3,519 | $2.2M |
| Henson-Edgewater Management, LLC | 1.30% | — | 3,507 | $2.2M |
| Freedom Investment Management, Inc. | 0.64% | Reduce -1.1% | 3,500 | $2.2M |
| Kane Investment Management, Inc. | 1.06% | Add +6.5% | 3,491 | $2.2M |
| Jupiter Wealth Management LLC | 0.97% | Add +14.0% | 3,491 | $2.2M |
| WBH Advisory Inc. | 0.16% | Reduce -1.5% | 3,482 | $2.2M |
| Chilton Capital Management LLC | 0.08% | Add +14.2% | 3,481 | $2.2M |
| Bensler, LLC | 0.22% | Reduce -0.3% | 3,477 | $2.2M |
| DB&C Advisors, LLC | 2.73% | — | 3,473 | $2.2M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.70% | No change | 3,463 | $2.2M |
| Falcon Wealth Planning | 0.18% | Add +2.3% | 3,459 | $2.2M |
| Joseph P. Lucia & Associates, LLC | 0.78% | Add +137.6% | 3,457 | $2.2M |
| Hanson & Doremus Investment Management | 0.26% | Add +0.3% | 3,455 | $2.2M |
| McCarter Private Wealth Services LLC | 0.97% | Add +4.1% | 3,455 | $2.2M |
| Procyon Advisors, LLC | 0.11% | Add +8.2% | 3,443 | $2.2M |
| Amicus Financial Advisors, LLC | 0.60% | — | 3,429 | $2.2M |
| Grandfield & Dodd, LLC | 0.12% | Reduce -4.2% | 3,421 | $2.1M |
| Calydon Capital | 0.36% | Add +0.6% | 3,414 | $2.1M |
| Infinity Wealth Counsel, LLC | 1.94% | No change | 3,400 | $2.1M |
| Green Ridge Wealth Planning LLC | 1.09% | — | 3,392 | $2.1M |
| LJI Wealth Management, LLC | 0.32% | Add +17.4% | 3,392 | $2.1M |
| Elevated Capital Advisors, LLC | 0.50% | Reduce -12.0% | 3,389 | $2.1M |
| River Wealth Advisors LLC | 0.24% | Add +9.1% | 3,388 | $2.1M |
| TFR Capital, LLC. | 0.70% | Add +1.4% | 3,388 | $2.1M |
| Aspen Wealth Management LLC | 0.44% | Add +0.6% | 3,377 | $2.1M |
| Leelyn Smith, LLC | 0.31% | Add +1.4% | 3,370 | $2.1M |
| Nixon Peabody Trust Co. | 0.16% | Reduce -0.5% | 3,367 | $2.1M |
| Spinnaker Trust | 0.11% | Add +1.1% | 3,361 | $2.1M |
| Alterna Wealth Management, Inc. | 1.75% | Reduce -0.7% | 3,356 | $2.1M |
| F/m Investments LLC | 0.08% | Reduce -0.0% | 3,354 | $2.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +20.3% | 3,349 | $2.1M |
| Wilkerson Advisory Group LLC | 0.74% | — | 3,348 | $2.1M |
| Retirement Financial Solutions, LLC | 0.61% | Reduce -0.2% | 3,343 | $2.1M |
| Confluence Wealth Services, Inc. | 0.09% | Reduce -1.2% | 3,338 | $2.1M |
| Gateway Wealth Partners, LLC | 0.23% | Add +10.5% | 3,334 | $2.1M |
| Rossby Financial, LCC | 0.66% | Reduce -1.9% | 3,333 | $2.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.38% | Add +0.5% | 3,326 | $2.1M |
| Lexington Hill Partners, LLC | 1.57% | — | 3,323 | $2.1M |
| Stockman Wealth Management, Inc. | 0.24% | Reduce -28.9% | 3,323 | $2.1M |
| Weinberger Asset Management, Inc | 0.75% | Add +0.6% | 3,319 | $2.1M |
| Granite FO LLC | 1.11% | Add +0.0% | 3,317 | $2.1M |
| Frank, Rimerman Advisors LLC | 0.13% | Add +0.0% | 3,313 | $2.1M |
| Madison Park Capital Advisors, LLC | 1.68% | Add +0.7% | 3,310 | $2.1M |
| Core Wealth Partners LLC | 0.93% | Reduce -3.8% | 3,306 | $2.1M |
| Ascent Wealth Partners, LLC | 0.24% | Reduce -4.4% | 3,298 | $2.1M |
| Indiana Trust & Investment Management Co | 0.61% | Reduce -0.8% | 3,296 | $2.1M |
| Apeiron RIA LLC | 0.42% | Reduce -29.4% | 3,217 | $2.1M |
| Byrne Asset Management LLC | 1.15% | Add +23314.3% | 3,278 | $2.1M |
| New Republic Capital, LLC | 0.55% | Add +19.5% | 3,275 | $2.1M |
| Resolute Wealth Strategies, LLC | 0.90% | Add +13.2% | 3,268 | $2.0M |
| Northstar Advisory Group, LLC | 0.73% | Add +2.2% | 3,266 | $2.0M |
| Compass Capital Management, Inc. | 0.11% | New | 3,256 | $2.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.68% | Add +0.1% | 3,255 | $2.0M |
| Washington Trust Bank | 0.14% | No change | 3,252 | $2.0M |
| Peak Wealth Management LLC | 1.70% | — | 3,243 | $2.0M |
| WealthTrak Capital Management LLC | 1.45% | Reduce -2.5% | 3,237 | $2.0M |
| TBH Global Asset Management, LLC | 0.34% | Add +6.4% | 3,230 | $2.0M |
| Edgemoor Investment Advisors, Inc. | 0.16% | Reduce -0.4% | 3,229 | $2.0M |
| Zions Bancorporation, National Association | 0.09% | No change | 3,228 | $2.0M |
| Old Peak Finance LLC | 1.25% | — | 3,225 | $2.0M |
| Key Financial Inc | 0.37% | Add +11.3% | 3,221 | $2.0M |
| Curry Webb Wealth Management LLC | 1.00% | — | 3,220 | $2.0M |
| Capital Advisors Wealth Management, LLC | 0.27% | Add +33.5% | 3,214 | $2.0M |
| Crews Bank & Trust | 0.29% | Add +73.0% | 3,210 | $2.0M |
| Smith Salley Wealth Management | 0.10% | Add +5.2% | 3,202 | $2.0M |
| MontVue Capital Management, Inc. | 1.34% | No change | 3,201 | $2.0M |
| Entrust Financial LLC | 1.49% | — | 3,198 | $2.0M |
| Passive Capital Management, LLC. | 0.63% | Add +0.1% | 3,196 | $2.0M |
| Asset Advisors Investment Management, LLC | 0.18% | Reduce -1.2% | 3,193 | $2.0M |
| 4WEALTH Advisors, Inc. | 1.73% | Add +1.6% | 3,190 | $2.0M |
| Cambient Family Office, LLC | 0.29% | — | 3,188 | $2.0M |
| Meridian Investment Counsel Inc. | 0.48% | Reduce -4.3% | 3,182 | $2.0M |
| Destiny Wealth Partners, LLC | 0.23% | No change | 3,129 | $2.0M |
| Aegis Wealth Management LLC | 1.12% | Reduce -0.9% | 3,173 | $2.0M |
| Archer Investment Corp | 0.45% | Reduce -47.5% | 3,167 | $2.0M |
| Strathmore Capital Advisors, Inc. | 0.65% | New | 3,155 | $2.0M |
| Northwest Wealth Management, LLC | 0.31% | Add +2.5% | 3,155 | $2.0M |
| Align Financial, LLC | 1.15% | — | 1,976,012 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.34% | Reduce -1.7% | 3,148 | $2.0M |
| HFG Advisors, Inc. | 1.43% | Add +1.1% | 3,147 | $2.0M |
| Urban Financial Advisory Corp | 0.77% | Add +177.5% | 3,139 | $2.0M |
| OneAscent Family Office, LLC | 1.33% | Add +46.8% | 3,139 | $2.0M |
| Union Bancaire Privee, UBP SA | 0.02% | Add +27.6% | 3,185 | $2.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.37% | No change | 3,121 | $2.0M |
| Stonekeep Investments, LLC | 1.25% | Add +1.8% | 3,118 | $2.0M |
| Provident Investment Management, Inc. | 0.18% | Add +89.8% | 3,113 | $2.0M |
| Martel Wealth Advisors LLC | 0.33% | Reduce -1.5% | 3,112 | $2.0M |
| Clearview Wealth Advisors LLC | 1.24% | Reduce -2.5% | 3,109 | $1.9M |
| Invst, LLC | 0.21% | Add +3.6% | 3,106 | $1.9M |
| Lifeworks Advisors, LLC | 0.25% | Add +5.7% | 3,102 | $1.9M |
| Pacific Asset Management, LLC | 1.17% | Add +11.0% | 3,100 | $1.9M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +9.4% | 3,074 | $1.9M |
| Farrow Financial, Inc. | 1.12% | Reduce -6.3% | 3,099 | $1.9M |
| TFC Financial Management, Inc. | 0.24% | Add +19.9% | 3,092 | $1.9M |
| Flatrock Wealth Partners LLC | 0.93% | — | 3,091 | $1.9M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -6.7% | 3,088 | $1.9M |
| Libra Wealth LLC | 0.54% | Add +6.9% | 3,067 | $1.9M |
| Fielder Capital Group LLC | 0.41% | Add +65.8% | 3,063 | $1.9M |
| Castleview Partners, LLC | 0.95% | Reduce -22.5% | 3,061 | $1.9M |
| Obsidian Cio, LLC | 2.84% | Reduce -67.0% | 3,059 | $1.9M |
| William Mack & Associates, Inc. | 0.90% | Add +0.1% | 3,054 | $1.9M |
| John W. Brooker & Co., CPAs | 3.43% | New | 3,052 | $1.9M |
| Versant Capital Management, Inc | 0.24% | Reduce -11.4% | 3,052 | $1.9M |
| Citizens National Bank Trust Department | 0.33% | Reduce -5.9% | 3,040 | $1.9M |
| Manuka Financial, LLC | 1.18% | Reduce -16.7% | 3,032 | $1.9M |
| Sunesis Advisors, LLC | 0.86% | Reduce -2.0% | 3,023 | $1.9M |
| Synergy Asset Management, LLC | 0.20% | Reduce -65.2% | 3,022 | $1.9M |
| Horizon Family Wealth, Inc. | 1.01% | Reduce -0.6% | 3,015 | $1.9M |
| Apriem Advisors | 0.17% | Reduce -1.0% | 3,008 | $1.9M |
| Portside Wealth Group, LLC | 0.26% | Add +2.1% | 3,007 | $1.9M |
| Pacific Center for Financial Services | 0.48% | No change | 3,078 | $1.9M |
| Ellis Investment Partners, LLC | 0.33% | Add +2.4% | 3,005 | $1.9M |
| Darrow Company, Inc. | 0.85% | No change | 3,003 | $1.9M |
| Advisory Advocates, LLC | 1.87% | — | 3,002 | $1.9M |
| Toth Financial Advisory Corp. | 0.20% | Add +5.5% | 3,001 | $1.9M |
| Titiun Yejiel | 2.31% | — | 3,000 | $1.9M |
| Clearwave Capital, LLC | 1.39% | — | 2,996 | $1.9M |
| Foguth Wealth Management, LLC. | 0.29% | — | 2,987 | $1.9M |
| Smith & Howard Wealth Management, LLC | 0.43% | Add +13.3% | 2,988 | $1.9M |
| BFI Infinity Ltd. | 1.17% | Add +0.6% | 2,985 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.13% | Add +20.2% | 2,967 | $1.9M |
| Old North State Wealth Management, LLC | 0.87% | Add +0.9% | 2,951 | $1.9M |
| LifeGoal Investments, LLC | 1.24% | Add +108.1% | 2,953 | $1.9M |
| Lavaca Capital LLC | 0.31% | No change | 2,953 | $1.9M |
| NDVR, Inc. | 1.53% | No change | 2,948 | $1.8M |
| Members Wealth LLC | 1.16% | Reduce -19.9% | 2,899 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.03% | Add +0.2% | 2,944 | $1.8M |
| Bonfire Financial | 1.38% | Reduce -2.8% | 2,939 | $1.8M |
| Stillwater Wealth Management Group | 1.24% | Add +6.4% | 2,927 | $1.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.53% | Add +0.2% | 2,921 | $1.8M |
| Schiavi & Co LLC | 0.59% | Add +5.6% | 2,911 | $1.8M |
| Advus Financial Partners, LLC | 0.44% | Reduce -2.3% | 2,905 | $1.8M |
| Professional Advisory Services Inc. | 0.22% | Reduce -7.8% | 2,904 | $1.8M |
| Elevate Capital Advisors, LLC | 1.20% | Reduce -1.9% | 2,904 | $1.8M |
| KRM Wealth Management L.L.C. | 1.00% | — | 2,902 | $1.8M |
| Evolution Wealth Management Inc. | 1.50% | Add +108.0% | 2,898 | $1.8M |
| Gradient Investments LLC | 0.03% | Reduce -1.1% | 2,892 | $1.8M |
| Cresta Advisors, Ltd. | 0.76% | Add +35.1% | 2,891 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.22% | New | 2,890 | $1.8M |
| TLWM | 0.33% | Add +8.8% | 2,889 | $1.8M |
| Tradewinds Capital Management, LLC | 0.38% | Reduce -9.8% | 2,889 | $1.8M |
| Wealth Dimensions Group, Ltd. | 0.36% | Add +29.4% | 2,886 | $1.8M |
| Trustmark Bank Trust Department | 0.11% | Add +7.9% | 2,882 | $1.8M |
| Cottage Street Advisors LLC | 0.76% | Add +21.0% | 2,878 | $1.8M |
| MV Capital Management, Inc. | 0.17% | Add +2.9% | 2,878 | $1.8M |
| Fayez Sarofim & Co | 0.00% | Reduce -8.0% | 2,878 | $1.8M |
| Insight Inv LLC | 1.01% | Add +0.5% | 2,870 | $1.8M |
| Cornerstone Capital, Inc. | 0.18% | No change | 2,867 | $1.8M |
| Kelman-Lazarov, Inc. | 0.26% | Add +1.9% | 2,868 | $1.8M |
| Geometric Wealth Advisors | 0.23% | Reduce -10.5% | 2,860 | $1.8M |
| Cascade Financial Partners, LLC | 0.18% | Add +0.6% | 2,847 | $1.8M |
| Camelot Technology Advisors, Inc. | 1.34% | Add +330.1% | 2,847 | $1.8M |
| Hassell Wealth Management, LLC | 0.60% | Reduce -4.4% | 2,803 | $1.8M |
| Meridian Wealth Partners, LLC | 0.25% | Reduce -19.3% | 2,838 | $1.8M |
| Millstone Evans Group, LLC | 1.05% | Add +51.9% | 2,834 | $1.8M |
| Corundum Group, Inc. | 0.60% | Add +1.8% | 2,830 | $1.8M |
| Premier Path Wealth Partners, LLC | 0.23% | Reduce -6.2% | 2,829 | $1.8M |
| 55 North Private Wealth, LLC | 0.47% | — | 2,823 | $1.8M |
| Moneco Advisors, LLC | 0.14% | Reduce -1.6% | 2,820 | $1.8M |
| Arkfeld Wealth Strategies, L.L.C. | 0.61% | Reduce -0.1% | 2,788 | $1.8M |
| HMS Capital Management, LLC | 0.73% | Reduce -1.3% | 2,818 | $1.8M |
| Bourgeon Capital Management LLC | 0.29% | Add +0.1% | 2,816 | $1.8M |
| Morey & Quinn Wealth Partners, LLC | 1.27% | Add +27.0% | 2,815 | $1.8M |
| Sequent Planning LLC | 0.45% | Add +34.5% | 2,815 | $1.8M |
| Vilga Financial Planning LLC | 1.68% | — | 2,799 | $1.8M |
| Paladin Advisory Group, LLC | 1.28% | Reduce -4.6% | 2,798 | $1.8M |
| Hamilton Point Investment Advisors, LLC | 0.27% | Reduce -1.8% | 2,795 | $1.8M |
| HM Payson & Co. | 0.02% | Add +31.7% | 2,787 | $1.7M |
| MOKAN Wealth Management Inc. | 0.78% | Add +17.3% | 2,790 | $1.7M |
| Sather Financial Group Inc | 0.09% | Add +8.1% | 2,782 | $1.7M |
| Levin Capital Strategies, L.P. | 0.15% | No change | 2,781 | $1.7M |
| Concord Wealth Partners | 0.23% | Reduce -0.5% | 2,773 | $1.7M |
| Austin Wealth Management, LLC | 0.26% | Add +58.3% | 2,739 | $1.7M |
| Awm Capital, LLC | 0.16% | Reduce -0.1% | 2,766 | $1.7M |
| BetterWealth, LLC | 0.40% | Add +0.0% | 2,766 | $1.7M |
| Foster Group, Inc. | 0.05% | Add +6.7% | 2,766 | $1.7M |
| Optivise Advisory Services LLC | 1.00% | Add +13.3% | 2,765 | $1.7M |
| Willis Johnson & Associates, Inc. | 0.11% | Reduce -3.6% | 2,760 | $1.7M |
| Sittner & Nelson, LLC | 0.61% | Reduce -7.3% | 2,716 | $1.7M |
| Teamwork Financial Advisors, LLC | 0.18% | Reduce -5.2% | 2,746 | $1.7M |
| Riverview Trust Co | 2.08% | No change | 2,740 | $1.7M |
| Morton Capital Management LLC | 0.26% | Reduce -4.3% | 2,729 | $1.7M |
| Robinhood Asset Management, LLC | 0.14% | — | 2,728 | $1.7M |
| GAMMA Investing LLC | 0.09% | Add +25.7% | 2,725 | $1.7M |
| First Foundation Advisors | 0.06% | Add +15.9% | 2,709 | $1.7M |
| OneAscent Wealth Management LLC | 0.57% | Reduce -2.2% | 2,708 | $1.7M |
| PVG Asset Management Corp. | 3.60% | Add +22.7% | 2,700 | $1.7M |
| 1ST Source Bank | 0.09% | Reduce -0.8% | 2,693 | $1.7M |
| DV Trading LLC | 0.15% | — | 2,692 | $1.7M |
| Birch Hill Investment Advisors LLC | 0.07% | Add +33.7% | 2,691 | $1.7M |
| Strategic Financial Partners, Ltd. | 0.73% | Reduce -0.0% | 2,689 | $1.7M |
| HHM Wealth Advisors, LLC | 0.20% | Add +0.3% | 2,686 | $1.7M |
| Fiduciary Financial Group, LLC | 0.24% | Reduce -8.0% | 2,671 | $1.7M |
| BlackDiamond Wealth Management, LLC | 0.82% | Add +0.3% | 2,622 | $1.7M |
| Spectrum Wealth Advisory Group, LLC | 0.61% | Add +47.6% | 2,666 | $1.7M |
| Level Wealth Management LLC | 0.85% | Add +4.8% | 2,664 | $1.7M |
| Smart Money Group LLC | 0.49% | Add +45.0% | 2,661 | $1.7M |
| BG Investment Services, LLC | 1.49% | Add +4.3% | 2,660 | $1.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.27% | Add +0.2% | 2,657 | $1.7M |
| City State Bank | 0.46% | Add +3.4% | 2,657 | $1.7M |
| Cutler Capital Management, LLC | 0.61% | Add +23.4% | 2,655 | $1.7M |
| Independence Financial Advisors, LLC | 0.46% | Add +0.6% | 2,647 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 2,646 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.49% | Add +21.1% | 2,638 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.08% | Add +20.7% | 2,637 | $1.7M |
| CX Institutional | 0.05% | Add +17.3% | 2,634 | $1.7M |
| Aurora Private Wealth, Inc. | 1.08% | — | 2,632 | $1.7M |
| Perissos Private Wealth Management, LLC | 1.42% | Add +120.8% | 2,628 | $1.6M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Add +5.4% | 2,624 | $1.6M |
| Integrated Capital Management, LLC | 0.71% | Add +0.2% | 2,617 | $1.6M |
| BHK Investment Advisors, LLC | 0.54% | No change | 2,617 | $1.6M |
| Madrona Financial Services, LLC | 0.35% | Add +0.0% | 2,615 | $1.6M |
| Van Cleef Asset Management,Inc | 0.17% | Reduce -10.3% | 2,613 | $1.6M |
| Zevin Asset Management LLC | 0.22% | Add +4.0% | 2,601 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 2,599 | $1.6M |
| Jim Saulnier & Associates, LLC | 0.84% | Add +0.7% | 2,599 | $1.6M |
| King Wealth Management Group | 0.20% | Reduce -0.6% | 2,598 | $1.6M |
| Iams Wealth Management, LLC | 0.59% | Add +1.7% | 2,593 | $1.6M |
| Financial Symmetry Inc | 0.66% | Add +346.3% | 2,593 | $1.6M |
| Forefront Wealth Partners, LLC | 0.77% | Add +6.8% | 2,591 | $1.6M |
| LPWM LLC | 0.41% | Add +7.5% | 2,588 | $1.6M |
| Adelphi Trust Co | 1.32% | — | 2,585 | $1.6M |
| New Wave Wealth Advisors LLC | 0.59% | Reduce -16.8% | 2,581 | $1.6M |
| Asset Allocation Strategies LLC | 0.30% | Add +0.9% | 2,581 | $1.6M |
| EagleClaw Capital Managment, LLC | 0.23% | Add +0.6% | 2,579 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +123.5% | 2,579 | $1.6M |
| M.E. Allison & Co., Inc. | 1.10% | Add +0.1% | 2,580 | $1.6M |
| Chemistry Wealth Management LLC | 0.30% | Reduce -5.5% | 2,573 | $1.6M |
| Johnson Financial Group, LLC | 0.10% | Add +50.7% | 2,571 | $1.6M |
| First Community Trust NA | 1.20% | Add +145.8% | 2,571 | $1.6M |
| Vantage Point Financial LLC | 0.57% | Add +129.7% | 2,563 | $1.6M |
| Private Wealth Partners, LLC | 0.11% | Reduce -1.7% | 2,563 | $1.6M |
| Midwest Heritage Bank, FSB | 0.55% | Add +0.7% | 2,553 | $1.6M |
| Anchor Capital Advisors LLC | 0.05% | Add +7.0% | 2,553 | $1.6M |
| KCM Investment Advisors LLC | 0.05% | Add +8.5% | 2,549 | $1.6M |
| Oarsman Capital, Inc. | 0.21% | Reduce -4.5% | 2,546 | $1.6M |
| Guyasuta Investment Advisors Inc. | 0.09% | Reduce -10.5% | 2,541 | $1.6M |
| Lee Financial Co | 0.21% | Add +40.6% | 2,532 | $1.6M |
| Saranac Partners Ltd | 0.62% | Add +51.2% | 2,523 | $1.6M |
| Blue Zone Wealth Advisors, LLC | 0.30% | Add +6.2% | 2,529 | $1.6M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -2.9% | 2,525 | $1.6M |
| Beck Mack & Oliver LLC | 0.03% | No change | 2,519 | $1.6M |
| Round Rock Advisors LLC | 0.24% | Add +0.8% | 2,518 | $1.6M |
| Smith Thornton Advisors LLC | 0.80% | Reduce -1.1% | 2,517 | $1.6M |
| Parr McKnight Wealth Management Group, LLC | 0.21% | Add +1.5% | 2,516 | $1.6M |
| Ellevest, Inc. | 0.22% | Reduce -1.3% | 2,509 | $1.6M |
| MADDEN SECURITIES Corp | 0.48% | Add +0.5% | 2,503 | $1.6M |
| Herbst Group, LLC | 0.92% | Add +2.9% | 2,503 | $1.6M |
| Alteri Wealth LLC | 0.51% | Add +3.5% | 2,498 | $1.6M |
| Evolution Advisers, Inc. | 0.68% | Add +0.8% | 2,498 | $1.6M |
| Wealthquest Corp | 0.12% | New | 2,494 | $1.6M |
| LFG Wealth Partners, LLC | 0.99% | — | 2,482 | $1.6M |
| NTV Asset Management LLC | 0.16% | Add +10.9% | 2,480 | $1.6M |
| Capstone Wealth Management Group LLC | 0.94% | Reduce -0.9% | 2,475 | $1.6M |
| Peterson Wealth Services | 0.40% | Add +1731.8% | 2,473 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.37% | Add +1.1% | 2,468 | $1.6M |
| Retirement Solution LLC | 0.34% | Add +12.9% | 2,472 | $1.6M |
| Kesler, Norman & Wride, LLC | 0.27% | New | 2,472 | $1.6M |
| Catalyst Private Wealth, LLC | 0.68% | Add +2.5% | 2,468 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.30% | Reduce -2.6% | 2,465 | $1.5M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.64% | Reduce -1.9% | 2,463 | $1.5M |
| Cibc World Markets Corp. | 0.01% | — | 2,460 | $1.5M |
| Summit Place Financial Advisors, LLC | 0.75% | Add +1.1% | 2,458 | $1.5M |
| Capital Square, LLC | 0.78% | Add +2.0% | 2,452 | $1.5M |
| Battery Global Advisors, LLC | 0.71% | Reduce -83.3% | 4,880 | $1.5M |
| Cahill Financial Advisors Inc. | 0.17% | Reduce -1.3% | 2,443 | $1.5M |
| Keystone Financial Services, LLC | 1.04% | Reduce -0.6% | 2,440 | $1.5M |
| Hershey Financial Advisers, LLC | 1.29% | Add +14.6% | 2,436 | $1.5M |
| Daviman Financial, LLC | 0.90% | — | 2,434 | $1.5M |
| Inman Jager Wealth Management, LLC | 0.93% | Reduce -12.7% | 2,430 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.65% | Reduce -1.1% | 2,426 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.96% | Add +5.3% | 2,425 | $1.5M |
| GatePass Capital, LLC | 0.80% | Add +16.1% | 2,421 | $1.5M |
| Grange Capital, LLC | 1.45% | Reduce -6.6% | 2,417 | $1.5M |
| Wimmer Associates 1, LLC | 0.70% | Add +2.2% | 2,412 | $1.5M |
| Walker Asset Management, LLC | 0.81% | Add +1.4% | 2,412 | $1.5M |
| Kieckhefer Group LLC | 0.72% | Add +0.5% | 2,407 | $1.5M |
| Sargent Investment Group, LLC | 0.19% | New | 2,402 | $1.5M |
| Main Street Group, LTD | 0.52% | Add +50.3% | 2,397 | $1.5M |
| Vista Investment Partners LLC | 0.39% | Add +13.0% | 2,396 | $1.5M |
| Kooman & Associates | 0.44% | Reduce -14.7% | 2,384 | $1.5M |
| Financial Security Advisor, Inc. | 0.29% | Add +503.8% | 2,367 | $1.5M |
| Planning Directions Inc. | 0.75% | Reduce -1.5% | 2,363 | $1.5M |
| Chapin Davis, Inc. | 0.35% | Add +0.0% | 2,364 | $1.5M |
| Select Asset Management & Trust | 0.46% | No change | 2,363 | $1.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.37% | Reduce -24.9% | 2,356 | $1.5M |
| FRG Family Wealth Advisors LLC | 0.23% | Add +16.4% | 2,347 | $1.5M |
| Princeton Capital Management LLC | 0.38% | Add +182.2% | 2,342 | $1.5M |
| Cape Cod Five Cents Savings Bank | 0.13% | No change | 2,778 | $1.5M |
| Kennedy Investment Group, Inc. | 0.55% | Add +33.0% | 2,323 | $1.5M |
| Cross Staff Investments Inc | 0.80% | No change | 2,320 | $1.5M |
| 44 Wealth Management LLC | 0.49% | New | 2,313 | $1.5M |
| Fortem Financial Group, LLC | 0.39% | Add +420.3% | 2,310 | $1.4M |
| Ameliora Wealth Management Ltd. | 0.44% | Add +7.4% | 2,310 | $1.4M |
| Intellectus Partners, LLC | 0.28% | New | 2,306 | $1.4M |
| Anfield Capital Management, LLC | 0.45% | Reduce -1.1% | 2,298 | $1.4M |
| Great Lakes Retirement, Inc. | 0.15% | New | 2,297 | $1.4M |
| Heritage Wealth Management, Inc. | 0.93% | Add +0.3% | 2,296 | $1.4M |
| Fortitude Advisory Group L.L.C. | 0.61% | Add +83.6% | 2,290 | $1.4M |
| Marshall Investment Management, LLC | 0.72% | Reduce -2.2% | 2,289 | $1.4M |
| Sandro Wealth Management LLC | 1.19% | — | 2,287 | $1.4M |
| Resources Management Corp. /CT/ | 0.19% | Reduce -0.1% | 2,283 | $1.4M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.33% | Reduce -4.2% | 2,269 | $1.4M |
| Dash Acquisitions Inc. | 0.30% | Add +220.8% | 2,255 | $1.4M |
| Broadleaf Partners, LLC | 0.30% | Add +8.0% | 2,266 | $1.4M |
| Chapman Financial Group, LLC | 0.97% | Add +0.9% | 2,260 | $1.4M |
| Summit Global Investments | 0.08% | Add +4.7% | 2,257 | $1.4M |
| Inscription Capital, LLC | 0.15% | Add +3.0% | 2,256 | $1.4M |
| Magnolia Private Wealth, LLC | 0.99% | Reduce -0.4% | 2,251 | $1.4M |
| Orcam Financial Group | 1.06% | Reduce -12.2% | 2,246 | $1.4M |
| McGuire Investment Group, LLC | 0.15% | No change | 2,243 | $1.4M |
| Up Strategic Wealth Investment Advisors LLC | 1.02% | Add +7.7% | 2,212 | $1.4M |
| Cura Wealth Advisors, LLC | 0.53% | Add +6.5% | 2,237 | $1.4M |
| Maple Capital Management, Inc. | 0.09% | Add +12.8% | 2,234 | $1.4M |
| Fairman Group, LLC | 1.12% | Add +0.9% | 2,233 | $1.4M |
| Mystic Asset Management, Inc. | 0.32% | Add +0.9% | 2,232 | $1.4M |
| DecisionPoint Financial, LLC | 0.31% | Add +1.4% | 2,226 | $1.4M |
| Accelerate Investment Advisors LLC | 0.94% | Add +6.5% | 2,223 | $1.4M |
| Gill Capital Partners, LLC | 0.42% | Add +1.2% | 2,222 | $1.4M |
| Creekside Partners | 0.59% | Add +1.1% | 2,221 | $1.4M |
| Kaizen Financial Strategies | 0.62% | Add +0.1% | 2,219 | $1.4M |
| Fortune Financial Advisors, LLC | 0.94% | Add +5.5% | 2,214 | $1.4M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -9.9% | 2,213 | $1.4M |
| Meridian Management Co. | 0.34% | Reduce -1.9% | 2,207 | $1.4M |
| Rezny Wealth Management, Inc. | 0.30% | No change | 2,204 | $1.4M |
| Warther Private Wealth, LLC | 0.33% | Add +21.2% | 2,203 | $1.4M |
| Crown Wealth Group, LLC | 0.38% | Add +15.0% | 2,194 | $1.4M |
| Partners Wealth Management, LLC | 1.44% | Add +0.2% | 2,192 | $1.4M |
| Bernardo Wealth Planning LLC | 0.26% | No change | 2,192 | $1.4M |
| Cullen Investment Group, LTD. | 0.18% | Reduce -2.0% | 2,152 | $1.4M |
| Revisor Wealth Management LLC | 0.37% | Add +54.1% | 2,162 | $1.4M |
| Compass Financial Services Inc | 0.59% | Reduce -3.9% | 2,179 | $1.4M |
| Petredis Investment Advisors LLC | 0.11% | Add +0.6% | 2,178 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.18% | Reduce -5.3% | 2,171 | $1.4M |
| Breachway Investments LLC | 1.44% | — | 2,171 | $1.4M |
| Alkeme Wealth, LLC | 0.58% | Reduce -4.2% | 2,168 | $1.4M |
| Stenger Family Office, LLC | 0.28% | Add +56.5% | 2,156 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.44% | Add +3.3% | 2,148 | $1.3M |
| Clear Point Advisors Inc. | 1.04% | Add +2.7% | 2,145 | $1.3M |
| Melone Private Wealth, LLC | 0.57% | Reduce -1.2% | 2,133 | $1.3M |
| Trifecta Capital Advisors, LLC | 0.20% | No change | 2,132 | $1.3M |
| Farmers National Bank | 0.30% | Reduce -0.3% | 2,132 | $1.3M |
| Fortis Group Advisors, LLC | 0.22% | Reduce -0.2% | 2,102 | $1.3M |
| CapWealth Advisors, LLC | 0.12% | Reduce -3.1% | 2,129 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -97.0% | 2,120 | $1.3M |
| Krilogy Financial LLC | 0.05% | Add +5.0% | 2,081 | $1.3M |
| Colonial Trust Advisors | 0.10% | Add +1.2% | 2,110 | $1.3M |
| Jessup Wealth Management, Inc | 0.44% | Add +4.5% | 2,101 | $1.3M |
| Lawood & Co. | 1.25% | — | 2,101 | $1.3M |
| IAG Wealth Partners, LLC | 0.15% | No change | 2,094 | $1.3M |
| MSA Advisors, LLC | 0.33% | No change | 2,093 | $1.3M |
| Austin Private Wealth, LLC | 0.10% | Add +8.5% | 2,090 | $1.3M |
| Twin Tree Management, LP | 0.13% | Reduce -70.2% | 2,086 | $1.3M |
| GAMCO Investors | 0.01% | Reduce -0.3% | 2,085 | $1.3M |
| Bedell Frazier Investment Counselling, LLC | 0.25% | Add +22.4% | 2,083 | $1.3M |
| Valley Wealth Managers, Inc. | 0.08% | Reduce -5.1% | 2,082 | $1.3M |
| FLC Capital Advisors | 0.24% | Add +0.2% | 2,074 | $1.3M |
| TKG Advisors, LLC | 0.52% | Add +30.9% | 2,071 | $1.3M |
| Wellington-Altus USA Inc. | 0.96% | — | 2,071 | $1.3M |
| Penney Financial, LLC | 0.50% | Add +64.7% | 2,070 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | Add +4.6% | 2,070 | $1.3M |
| Coston, McIsaac & Partners | 0.30% | Add +12.5% | 2,069 | $1.3M |
| Osprey Private Wealth LLC | 0.37% | New | 2,066 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.24% | Reduce -4.9% | 2,060 | $1.3M |
| Doliver Advisors, LP | 0.32% | No change | 2,059 | $1.3M |
| Baron Wealth Management LLC | 0.40% | Add +0.6% | 2,059 | $1.3M |
| WealthBridge Capital Management, LLC | 0.29% | Add +5.8% | 2,051 | $1.3M |
| Rockingstone Advisors LLC | 0.58% | Reduce -6.1% | 2,044 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | Add +4.7% | 2,040 | $1.3M |
| Norris Perne & French LLP | 0.08% | Add +490.7% | 2,038 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.37% | Reduce -0.3% | 2,036 | $1.3M |
| Thomasville National Bank | 0.08% | Reduce -3.1% | 2,036 | $1.3M |
| Dimension Capital Management LLC | 0.18% | Reduce -5.6% | 2,035 | $1.3M |
| Olistico Wealth, LLC | 0.62% | Reduce -0.1% | 2,025 | $1.3M |
| Brady Martz Wealth Solutions, LLC | 0.22% | Add +215.9% | 2,025 | $1.3M |
| Eagle Bay Advisors LLC | 0.93% | Reduce -10.4% | 2,021 | $1.3M |
| Hill Investment Group Partners, LLC | 0.15% | Reduce -3.9% | 2,020 | $1.3M |
| First Financial Bank - Trust Division | 0.10% | Add +8.9% | 2,020 | $1.3M |
| Concord Asset Management, LLC | 0.22% | No change | 2,020 | $1.3M |
| Duncker Streett & Co. Inc. | 0.23% | Add +1.8% | 2,019 | $1.3M |
| Imprint Wealth LLC | 5.90% | Reduce -30.9% | 2,014 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +2.9% | 2,013 | $1.3M |
| Mustard Seed Financial, LLC | 0.79% | Reduce -12.1% | 2,008 | $1.3M |
| KERR FINANCIAL PLANNING Corp | 1.71% | Add +78.0% | 2,028 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 0.80% | Add +0.4% | 2,001 | $1.3M |
| Wealth Management Nebraska | 0.14% | Reduce -2.7% | 1,997 | $1.3M |
| VERITY Wealth Advisors | 0.77% | No change | 1,985 | $1.2M |
| Park Place Capital Corp | 0.26% | Reduce -2.3% | 1,985 | $1.2M |
| Bay Rivers Group | 0.50% | Add +19.8% | 1,976 | $1.2M |
| Carter Financial Group, INC. | 0.73% | Add +0.1% | 1,975 | $1.2M |
| Triumph Capital Management | 0.27% | Add +82.5% | 1,975 | $1.2M |
| Hopwood Nicholas Hunter | 0.40% | — | 1,970 | $1.2M |
| Refined Wealth Management | 0.83% | Add +0.1% | 1,966 | $1.2M |
| SFG Wealth Management, LLC. | 0.48% | Reduce -3.1% | 1,965 | $1.2M |
| Aspen Investment Management Inc | 0.37% | New | 1,964 | $1.2M |
| Meridian Financial Advisors, LLC | 0.67% | Add +0.3% | 1,964 | $1.2M |
| Farmers Trust Co. | 0.20% | No change | 1,961 | $1.2M |
| Burns J W & Co. Inc. | 0.14% | Add +9.3% | 1,961 | $1.2M |
| Presilium Private Wealth, LLC | 0.22% | Add +10.2% | 1,959 | $1.2M |
| First Growth Capital LLC | 1.09% | — | 1,929 | $1.2M |
| Gaddis Premier Wealth Advisors LLC | 0.93% | — | 1,953 | $1.2M |
| Golden Reserve Retirement LLC | 0.23% | New | 1,951 | $1.2M |
| Sensible Money, LLC | 0.39% | Reduce -0.1% | 1,951 | $1.2M |
| Motive Wealth Advisors | 0.52% | No change | 1,944 | $1.2M |
| Accretive Wealth Partners, LLC | 0.36% | Add +1.9% | 1,941 | $1.2M |
| Winning Points Advisors, LLC | 1.30% | — | 1,933 | $1.2M |
| Wulff, Hansen & Co. | 1.02% | Reduce -4.0% | 1,931 | $1.2M |
| Allred Capital Management, LLC | 0.44% | Reduce -2.9% | 1,931 | $1.2M |
| Bluebird Wealth Management LLC | 1.13% | — | 1,931 | $1.2M |
| Financial Partners Group, Inc | 0.14% | Add +400.8% | 1,903 | $1.2M |
| Avenir Corp. | 0.13% | No change | 1,930 | $1.2M |
| Tandem Investment Partners LLC | 1.02% | Reduce -3.8% | 1,927 | $1.2M |
| Significant Wealth Partners LLC | 1.35% | Reduce -70.8% | 1,924 | $1.2M |
| AIFG Consultants Ltd. | 2.07% | Reduce -7.5% | 1,923 | $1.2M |
| Summit Wealth Group LLC / Co. | 0.16% | New | 1,921 | $1.2M |
| Osbon Capital Management LLC | 1.13% | — | 1,919 | $1.2M |
| Morling Financial Advisors, LLC | 0.38% | No change | 1,914 | $1.2M |
| Hardworking Capital Advisors, LLC | 1.09% | — | 1,912 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -1.9% | 1,897 | $1.2M |
| marrick wealth, LLC | 0.97% | — | 1,894 | $1.2M |
| Vestor Capital, LLC | 0.10% | Reduce -93.6% | 122 | $1.2M |
| Northeast Financial Group, Inc. | 0.30% | No change | 1,894 | $1.2M |
| Congress Asset Management Co. | 0.01% | Add +6.6% | 1,893 | $1.2M |
| Financial Futures Ltd Liability Co. | 0.55% | Add +0.8% | 1,886 | $1.2M |
| Prostatis Group LLC | 0.28% | Reduce -10.2% | 1,882 | $1.2M |
| CGN Advisors LLC | 0.09% | Reduce -7.2% | 1,880 | $1.2M |
| RAM Investment Partners, LLC | 0.21% | Add +12.4% | 1,880 | $1.2M |
| Grey Ledge Advisors, LLC | 0.27% | Add +7.4% | 1,877 | $1.2M |
| Hamilton Capital, LLC | 0.06% | — | 1,877 | $1.2M |
| Pacific Point Advisors, LLC | 0.63% | Add +60.9% | 1,874 | $1.2M |
| Beacon Financial Advisory LLC | 0.27% | Reduce -5.8% | 1,864 | $1.2M |
| Power Wealth Management LLC | 0.41% | Add +4.6% | 1,863 | $1.2M |
| Financial Counselors Inc. | 1.62% | Add +0.1% | 1,862 | $1.2M |
| Dudley Capital Management, LLC | 0.51% | Add +6.6% | 1,861 | $1.2M |
| Allium Financial Advisors, LLC | 0.93% | Add +0.6% | 1,861 | $1.2M |
| Wealth Management Associates, Inc. | 0.41% | Add +35.1% | 1,860 | $1.2M |
| Benchmark Financial, LLC | 1.16% | — | 1,858 | $1.2M |
| Willow Financial LLC | 1.18% | — | 1,857 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -2.6% | 1,855 | $1.2M |
| Burk Holdings LLC | 0.55% | Add +86.3% | 1,854 | $1.2M |
| Lynx Investment Advisory | 0.63% | Add +0.2% | 1,851 | $1.2M |
| Retirement Planning Co of New England, Inc. | 0.46% | Add +0.2% | 1,842 | $1.2M |
| Virtue Asset Management LLC | 0.94% | Add +0.1% | 1,840 | $1.2M |
| PW Advisors, LLC \ FL | 0.93% | — | 1,839 | $1.2M |
| Plum Street Advisors, LLC | 0.41% | Reduce -2.3% | 1,839 | $1.2M |
| Grey Fox Wealth Advisors, LLC | 0.24% | Reduce -6.2% | 1,839 | $1.2M |
| Rinkey Investments | 0.29% | Add +3.2% | 1,837 | $1.2M |
| Bank of Hawaii | 0.06% | No change | 1,836 | $1.2M |
| Knightsbridge Asset Management, LLC | 0.19% | Reduce -6.0% | 1,832 | $1.1M |
| Goelzer Investment Management, Inc. | 0.05% | Add +8.5% | 1,827 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -74.8% | 1,822 | $1.1M |
| Icon Wealth Advisors, LLC | 0.08% | Add +6.6% | 1,818 | $1.1M |
| Fund Advisors of America Inc | 1.05% | — | 1,818 | $1.1M |
| Regatta Capital Group, LLC | 0.17% | Add +0.1% | 1,818 | $1.1M |
| Eagle Wealth Advisors LLC | 0.97% | — | 1,817 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.48% | Add +0.1% | 1,815 | $1.1M |
| Third View Private Wealth, LLC | 0.15% | — | 1,812 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.55% | Add +2.7% | 1,807 | $1.1M |
| Atticus Wealth Management, LLC | 0.28% | Add +2.1% | 1,805 | $1.1M |
| Palumbo Wealth Management LLC | 0.28% | New | 1,801 | $1.1M |
| Beacon Wealthcare LLC | 0.39% | No change | 1,799 | $1.1M |
| Cornerstone Planning, LLC | 0.26% | — | 1,799 | $1.1M |
| Howe & Rusling Inc. | 0.07% | Add +5.9% | 1,792 | $1.1M |
| CPC Advisors, LLC | 0.11% | Add +0.2% | 1,792 | $1.1M |
| Peoples Financial Services Corp. | 0.52% | Reduce -0.3% | 1,792 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | No change | 1,790 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +20.6% | 1,788 | $1.1M |
| IMPACTfolio, LLC | 0.47% | Reduce -5.0% | 1,776 | $1.1M |
| Gryphon Financial Partners LLC | 0.12% | Add +2.9% | 1,771 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.66% | Reduce -7.4% | 1,766 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.39% | Add +27.6% | 1,766 | $1.1M |
| New Millennium Group LLC | 0.48% | Reduce -3.8% | 1,765 | $1.1M |
| Buffalo Business & Estate Services Ltd. | 0.16% | — | 1,759 | $1.1M |
| Carrera Capital Advisors | 0.19% | Add +5.8% | 1,758 | $1.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.11% | Reduce -1.8% | 1,758 | $1.1M |
| Nemes Rush Group LLC | 0.10% | Add +36.2% | 1,758 | $1.1M |
| Coquina Private Wealth LLC | 0.88% | — | 1,757 | $1.1M |
| Family Manage LLC | 0.14% | No change | 1,757 | $1.1M |
| Rakuten Securities, Inc. | 0.36% | Reduce -34.0% | 1,756 | $1.1M |
| DSG Capital Advisors, LLC | 0.17% | Add +90.6% | 1,727 | $1.1M |
| Accredited Investor Services, LLC | 0.73% | No change | 1,751 | $1.1M |
| Barrett & Company, Inc. | 0.37% | No change | 1,748 | $1.1M |
| Opes Wealth Management LLC | 0.19% | Reduce -5.2% | 1,747 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.12% | No change | 1,744 | $1.1M |
| Chilton Investment Co. Inc. | 0.02% | Reduce -9.5% | 1,743 | $1.1M |
| Sage Investment Counsel LLC | 1.20% | Add +0.3% | 1,741 | $1.1M |
| Fjell Capital, LLC | 0.83% | New | 1,736 | $1.1M |
| One Wealth Advisors, LLC | 0.13% | Add +135.2% | 1,736 | $1.1M |
| Sherwood Financial Partners, LLC | 0.94% | Reduce -9.7% | 1,736 | $1.1M |
| Cacti Asset Management LLC | 0.07% | New | 1,720 | $1.1M |
| Snider Financial Group | 0.29% | Reduce -18.0% | 1,733 | $1.1M |
| RVW Wealth, LLC | 0.08% | Reduce -16.5% | 1,730 | $1.1M |
| Lynch Investment Planning, LLC | 1.03% | — | 1,722 | $1.1M |
| Summit Asset Management, LLC | 0.15% | Add +2.3% | 1,722 | $1.1M |
| PKS Advisory Services, LLC | 0.24% | Reduce -33.3% | 1,713 | $1.1M |
| CLG LLC | 0.27% | Reduce -0.6% | 1,712 | $1.1M |
| B&D White Capital Company, LLC | 0.12% | Reduce -0.6% | 1,708 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.36% | Add +3.7% | 1,706 | $1.1M |
| Sierra Ocean, LLC | 0.89% | Reduce -2.2% | 1,705 | $1.1M |
| Northern Capital Management, Inc. | 0.56% | Add +1.4% | 1,703 | $1.1M |
| Compass Planning Associates Inc | 0.74% | Add +32.7% | 1,700 | $1.1M |
| RPS Advisory Solutions LLC | 0.50% | Add +7.0% | 1,698 | $1.1M |
| Midwest Capital Advisors, LLC | 0.51% | Reduce -1.2% | 1,697 | $1.1M |
| Leisure Capital Management | 0.35% | New | 1,694 | $1.1M |
| Unique Wealth Strategies, LLC | 0.42% | Reduce -30.6% | 1,694 | $1.1M |
| LMG Wealth Partners, LLC | 0.20% | Add +2.2% | 1,690 | $1.1M |
| Towercrest Capital Management | 0.17% | Reduce -3.8% | 1,685 | $1.1M |
| Williams & Novak, LLC | 0.79% | Add +3.1% | 1,682 | $1.1M |
| Blue Chip Partners, LLC | 0.08% | Add +0.1% | 1,681 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.25% | Add +1.6% | 1,677 | $1.1M |
| Shaker Investments LLC | 0.44% | Add +0.5% | 1,671 | $1.0M |
| Impact Partnership Wealth, LLC | 0.13% | Add +207.9% | 1,669 | $1.0M |
| Alpine Global Management, LLC | 0.25% | New | 1,665 | $1.0M |
| FC Advisory LLC | 0.30% | Add +0.1% | 1,660 | $1.0M |
| Woodley Farra Manion Portfolio Management Inc. | 0.05% | Add +6.3% | 1,659 | $1.0M |
| Financial Freedom, LLC | 0.51% | Add +0.1% | 1,652 | $1.0M |
| Index Technologies Group LLC | 1.08% | — | 1,650 | $1.0M |
| Smallwood Wealth Investment Management, LLC | 0.54% | Reduce -25.4% | 1,649 | $1.0M |
| Wealth Management Strategies, Inc. | 0.48% | Add +0.6% | 1,647 | $1.0M |
| Legacy Wealth Management, LLC / MS | 0.27% | Add +5.9% | 1,641 | $1.0M |
| Painted Porch Advisors LLC | 0.41% | Reduce -23.7% | 1,640 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | No change | 1,640 | $1.0M |
| Pathway Financial Advisors LLC | 0.13% | Reduce -0.1% | 1,616 | $1.0M |
| Cooper Financial Group | 0.11% | Reduce -3.5% | 1,637 | $1.0M |
| Stanich Group LLC | 0.77% | Add +0.1% | 1,634 | $1.0M |
| Brogan Financial, Inc. | 0.45% | Add +1.6% | 1,631 | $1.0M |
| City National Bank of Florida | 0.67% | Reduce -0.3% | 1,630 | $1.0M |
| Brand Asset Management Group, Inc. | 0.29% | Reduce -10.9% | 1,628 | $1.0M |
| Signet Financial Management, LLC | 0.11% | Reduce -2.4% | 1,625 | $1.0M |
| First Nebraska Trust Co | 0.09% | No change | 1,624 | $1.0M |
| ORBA Wealth Advisors, L.L.C. | 0.88% | Reduce -2.1% | 1,621 | $1.0M |
| BWM Planning, LLC | 0.27% | Add +104.5% | 1,618 | $1.0M |
| Costello Asset Management, INC | 0.34% | Add +3.8% | 1,616 | $1.0M |
| Focused Wealth Management, Inc | 0.11% | Add +16.3% | 1,613 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -51.4% | 1,613 | $1.0M |
| Twin City Private Wealth, LLC | 0.76% | Add +0.3% | 1,612 | $1.0M |
| One Charles Private Wealth Services, LLC | 0.26% | Reduce -11.7% | 1,611 | $1.0M |
| Summitry LLC | 0.04% | New | 1,609 | $1.0M |
| ATLas Financial Planning LLC | 0.99% | — | 1,605 | $1.0M |
| ABLE Financial Group, LLC | 0.20% | Add +178.5% | 1,604 | $1.0M |
| Greystone Financial Group, LLC | 0.16% | Reduce -35.6% | 1,599 | $1.0M |
| Parkway Wealth Management Group, LLC | 0.13% | — | 1,596 | $1.0M |
| FreeGulliver LLC | 0.45% | Add +0.6% | 1,592 | $998K |
| Financial Connections Group, Inc. | 0.34% | Reduce -1.6% | 1,592 | $998K |
| Tableaux LLC | 0.71% | Reduce -45.4% | 1,565 | $998K |
| Whitegate Investment Counselors, Inc. | 0.31% | Add +30.4% | 1,589 | $996K |
| Coastwise Capital Group, LLC | 0.51% | Reduce -2.2% | 1,588 | $996K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Add +227.2% | 1,587 | $995K |
| SwitchPoint Financial Planning, LLC | 0.70% | Reduce -5.2% | 1,585 | $994K |
| Fairvoy Private Wealth, LLC | 0.22% | Reduce -2.6% | 1,583 | $993K |
| Integrity Advisory Solutions, LLC | 0.14% | Add +17.6% | 1,581 | $992K |
| Vestment Financial LLC | 0.51% | No change | 1,551 | $990K |
| Macco Financial Group, Inc. | 0.85% | — | 1,578 | $990K |
| SageOak Financial, LLC | 0.72% | No change | 1,576 | $988K |
| Carmel Capital Partners, LLC | 0.35% | Add +2.1% | 1,574 | $987K |
| Elite Financial, Inc. | 0.45% | Reduce -2.4% | 1,575 | $987K |
| Matauro, LLC | 0.15% | Add +0.5% | 1,573 | $987K |
| Financial Management Network Inc. | 0.16% | Add +5.2% | 1,570 | $987K |
| GK Wealth Management LLC | 0.72% | Add +15.9% | 1,571 | $986K |
| Berkeley Capital Partners, LLC | 0.23% | Add +9.7% | 1,571 | $985K |
| Flywheel Private Wealth LLC | 0.61% | Add +0.2% | 1,570 | $985K |
| Richard P Slaughter Associates Inc | 0.21% | Reduce -2.8% | 1,568 | $983K |
| Washington Capital Management, Inc. | 0.80% | Add +1.6% | 1,566 | $982K |
| Lifetime Wealth Management P.C. | 0.62% | — | 1,565 | $981K |
| Aquire Wealth Advisors, LLC | 0.25% | Add +16.3% | 1,557 | $976K |
| Riversedge Advisors, LLC | 0.16% | Reduce -18.7% | 1,553 | $974K |
| Generations Wealth, LLC | 0.99% | — | 1,546 | $970K |
| Dupree Financial Group, LLC | 0.35% | Reduce -17.2% | 1,542 | $967K |
| Laurel Oak Wealth Management, LLC | 0.16% | — | 1,536 | $964K |
| Hall Capital Management Co. Inc. | 0.37% | Add +2.7% | 1,536 | $963K |
| Retirement Planning Group, LLC / NY | 0.66% | Add +11.5% | 1,535 | $962K |
| First Wilshire Securities Management Inc. | 0.24% | No change | 1,533 | $961K |
| Silicon Valley Capital Partners | 0.09% | Reduce -7.8% | 1,532 | $961K |
| Chesapeake Wealth Management | 0.29% | Reduce -2.2% | 1,531 | $960K |
| Millennium Capital Advisors, LLC | 0.57% | Add +0.5% | 1,528 | $958K |
| Novare Capital Management LLC | 0.07% | Reduce -52.1% | 1,528 | $958K |
| Broadview Financial Management, LLC | 0.64% | Add +11.4% | 1,522 | $954K |
| Waterway Wealth Management, LLC | 0.22% | Add +256.1% | 1,517 | $951K |
| Tidemark, LLC | 0.27% | Reduce -15.1% | 1,512 | $948K |
| Blackhawk Capital Partners, LLC | 0.36% | Add +12.7% | 1,510 | $947K |
| Veratis Advisors, Inc. | 0.75% | — | 1,508 | $946K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Add +10.9% | 1,506 | $944K |
| Jackson Square Capital, LLC | 0.19% | No change | 1,504 | $943K |
| Tull Financial Group, Inc. | 0.40% | Add +3.1% | 1,502 | $942K |
| Roger Wittlin Investment Advisory, LLC | 0.66% | Reduce -48.2% | 1,496 | $938K |
| Arbor Wealth Advisors LLC | 0.67% | No change | 1,496 | $938K |
| Weatherly Asset Management L. P. | 0.07% | Add +16.8% | 1,491 | $935K |
| Churchill Financial Advisors, LLC | 0.29% | — | 1,489 | $934K |
| Cornell Pochily Investment Advisors, Inc. | 0.27% | Add +5.0% | 1,487 | $933K |
| Forum Private Client Group LLC | 0.32% | Reduce -0.6% | 1,487 | $933K |
| Beck Capital Management, LLC | 0.22% | Reduce -24.2% | 1,485 | $931K |
| Alliance Wealth Management Group | 0.20% | Reduce -4.3% | 1,485 | $931K |
| Holderness Investments Co. | 0.19% | Add +1.7% | 1,480 | $928K |
| Arcadia Investment Advisors LLC | 0.43% | Reduce -2.0% | 1,479 | $928K |
| DiNuzzo Private Wealth, Inc. | 0.10% | Add +10.7% | 1,478 | $927K |
| Ranch Capital Advisors Inc. | 0.34% | Add +17.6% | 1,477 | $926K |
| Lam Group, Inc. | 0.53% | No change | 1,475 | $925K |
| Urban Wealth Management, LLC | 0.86% | — | 1,472 | $923K |
| Symphony Financial Services, Inc. | 0.47% | Add +16.2% | 1,470 | $922K |
| Fiscal Wisdom Wealth Management, LLC | 0.87% | Add +11.3% | 1,470 | $922K |
| Caitlin John, LLC | 0.60% | Add +196.8% | 1,469 | $922K |
| CPA Asset Management Group, LLC | 0.32% | Reduce -25.4% | 1,467 | $920K |
| Maryland Capital Advisors Inc. | 0.31% | No change | 1,466 | $919K |
| Cumberland Partners Ltd | 0.06% | No change | 1,463 | $917K |
| Abundance Wealth Counselors | 0.15% | Add +2.2% | 1,462 | $917K |
| Prudent Man Advisors, LLC | 0.33% | No change | 1,455 | $912K |
| ArborFi Advisors, LLC | 0.74% | Add +6.2% | 1,451 | $910K |
| Financial Insights, Inc. | 0.30% | Add +0.5% | 1,451 | $910K |
| McIlrath & Eck, LLC | 0.08% | Add +100.5% | 1,448 | $908K |
| Beacon Financial Group | 0.09% | Add +7.1% | 1,447 | $907K |
| Addison Advisors LLC | 0.20% | No change | 1,446 | $907K |
| Perryman Financial Advisory Inc. | 0.13% | — | 1,444 | $906K |
| Pavion Blue Capital, LLC | 0.38% | Reduce -0.7% | 1,441 | $904K |
| Wealth Forward, LLC | 0.51% | No change | 1,437 | $901K |
| IVC Wealth Advisors LLC | 0.39% | Add +106.0% | 1,432 | $898K |
| Financial Advisory Partners, LLC | 0.25% | Reduce -0.4% | 1,430 | $897K |
| Astoria Strategic Wealth, Inc. | 0.23% | Reduce -0.1% | 1,426 | $894K |
| Financial Planning Navigators CORP | 0.41% | — | 1,423 | $893K |
| Brookwood Investment Group LLC | 0.11% | Reduce -17.9% | 1,422 | $892K |
| Wallace Capital Management Inc. | 0.11% | Reduce -3.4% | 1,421 | $891K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 1,421 | $891K |
| Holos Integrated Wealth LLC | 0.50% | No change | 1,416 | $890K |
| Davidson Investment Advisors | 0.04% | Add +66.5% | 1,417 | $889K |
| Advisory Resource Group | 0.16% | Reduce -1.3% | 1,416 | $888K |
| Watchman Group, Inc. | 0.21% | No change | 1,415 | $887K |
| Cape Investment Advisory, Inc. | 0.27% | Add +92.0% | 1,415 | $887K |
| Checchi Capital Advisers, LLC | 0.06% | New | 1,414 | $887K |
| Bulltick Wealth Management, LLC | 0.19% | Add +3.6% | 1,413 | $886K |
| Griffin Asset Management, Inc. | 0.10% | Add +0.2% | 1,408 | $883K |
| Porter White Investment Advisors, Inc. | 0.36% | Add +0.6% | 1,407 | $883K |
| American National Bank of Texas | 0.85% | Reduce -9.7% | 1,403 | $880K |
| Stonebrook Private Inc. | 0.18% | Reduce -10.3% | 1,399 | $877K |
| Ulland Investment Advisors, LLC | 0.70% | Reduce -1.1% | 1,398 | $877K |
| Ironwood Financial, llc | 0.15% | Reduce -0.5% | 1,361 | $870K |
| Merited Wealth, LLC | 0.81% | — | 1,386 | $869K |
| SMI Advisory Services, LLC | 0.15% | Reduce -25.5% | 1,356 | $867K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Add +6.6% | 1,381 | $866K |
| Mach-1 Financial Group, LLC | 0.18% | Add +2.7% | 1,380 | $866K |
| Avalon Advisory Group | 0.35% | No change | 1,376 | $863K |
| Signature Wealth Management Group | 0.35% | Add +0.1% | 1,376 | $863K |
| Institute for Wealth Management, LLC. | 0.09% | Add +11.8% | 1,367 | $857K |
| Carson Advisory Inc. | 0.45% | Add +26.3% | 1,367 | $857K |
| Truefg, LLC | 0.23% | New | 1,367 | $857K |
| Yoffe Investment Management, LLC | 1.09% | No change | 1,366 | $857K |
| OLIO Financial Planning | 0.24% | No change | 1,366 | $856K |
| Naviter Wealth, LLC | 0.11% | Reduce -74.4% | 1,364 | $855K |
| Consilium Wealth Advisory, LLC | 0.32% | No change | 1,363 | $855K |
| Bluespring Wealth Management, LLC | 0.07% | Add +6.7% | 1,362 | $854K |
| GFS Advisors, LLC | 0.10% | No change | 1,360 | $853K |
| Serenity Investment Advisors | 0.50% | — | 1,344 | $852K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.06% | Add +44.1% | 1,357 | $851K |
| Endeavor Private Wealth, Inc. | 0.24% | Reduce -0.1% | 1,356 | $850K |
| Lakewood Asset Management LLC | 0.50% | Reduce -2.5% | 1,351 | $847K |
| Alpha Zero LLC | 0.46% | Reduce -6.5% | 1,350 | $847K |
| Silver Coast Investments LLC | 0.29% | Add +2.9% | 1,337 | $839K |
| Stokes Capital Advisors, LLC | 0.19% | Reduce -5.5% | 1,334 | $837K |
| Cadent Capital Advisors, LLC | 0.22% | Reduce -3.1% | 1,329 | $833K |
| Investmark Advisory Group LLC | 0.35% | Reduce -1.0% | 1,326 | $832K |
| Wealthcare Capital Management LLC | 0.08% | Add +23.9% | 1,325 | $831K |
| Graney & King, LLC | 0.49% | Add +0.7% | 1,324 | $831K |
| Scharf Investments, LLC | 0.02% | New | 1,322 | $829K |
| Marquette Asset Management, LLC | 0.12% | No change | 1,322 | $829K |
| Indie Asset Partners, LLC | 0.92% | Add +12.2% | 1,320 | $828K |
| Legacy Trust | 0.15% | Add +25.9% | 1,318 | $827K |
| AMJ Financial Wealth Management | 0.20% | Reduce -2.1% | 1,317 | $826K |
| Pegasus Asset Management, Inc. | 0.25% | Add +1.6% | 1,317 | $826K |
| Appleton Partners Inc. | 0.05% | Reduce -3.8% | 1,316 | $825K |
| Gould Asset Management LLC | 0.15% | Reduce -3.6% | 1,315 | $825K |
| Kennebec Savings Bank | 0.71% | Add +1283.2% | 1,314 | $824K |
| Reyes Financial Architecture, Inc. | 0.50% | No change | 1,314 | $824K |
| Cordatus Wealth Management LLC | 0.19% | New | 1,312 | $823K |
| Intelligence Driven Advisers, LLC | 0.12% | Add +16.8% | 1,309 | $821K |
| Amara Financial, Llc. | 0.57% | Reduce -0.8% | 1,309 | $821K |
| Patrick M Sweeney & Associates, Inc. | 0.51% | Add +287.8% | 1,307 | $820K |
| Taylor & Morgan Wealth Management, LLC | 0.46% | Add +105.2% | 1,307 | $820K |
| Shira Ridge Wealth Management | 0.33% | Reduce -6.8% | 1,306 | $819K |
| Midwest Financial Group LLC | 0.36% | Add +4.1% | 1,305 | $818K |
| Lakeside Advisors, INC. | 0.52% | Add +52.6% | 1,305 | $818K |
| Manske Wealth Management | 0.24% | Add +13.5% | 1,301 | $816K |
| Colonial Trust Co / SC | 0.11% | Reduce -16.4% | 1,300 | $815K |
| Howard Capital Management Group, LLC | 0.05% | Add +0.1% | 1,299 | $815K |
| Ballast Financial Advisors LLC | 0.84% | — | 1,296 | $813K |
| GW&K Investment Management, LLC | 0.01% | Add +156.8% | 1,294 | $812K |
| Financial Advisory Corp | 0.12% | Reduce -2.2% | 1,292 | $810K |
| Lakeridge Wealth Management LLC | 0.37% | Add +0.4% | 1,291 | $809K |
| Emprise Bank | 0.34% | Add +0.2% | 1,288 | $808K |
| Teachers Insurance & Annuity Association of America | 0.95% | Add +23.9% | 1,287 | $807K |
| Concorde Asset Management, LLC | 0.32% | Add +7.0% | 1,286 | $806K |
| Cranbrook Wealth Management, LLC | 0.16% | Add +1.7% | 1,285 | $806K |
| United Financial Planning Group LLC | 0.49% | Reduce -60.5% | 1,285 | $806K |
| Firestone Capital Management | 0.17% | Add +0.3% | 1,282 | $804K |
| Hartford Financial Management Inc. | 0.21% | Add +0.6% | 1,281 | $803K |
| Evergreen Wealth Partners LLC | 0.68% | — | 1,281 | $803K |
| GDS Wealth Management | 0.05% | Add +11.5% | 1,278 | $801K |
| Beckerman Institutional, LLC | 0.45% | No change | 1,277 | $801K |
| Walsh & Associates, LLC | 0.79% | — | 1,275 | $800K |
| Central Bank & Trust Co. | 0.12% | Reduce -0.3% | 1,267 | $795K |
| Interactive Financial Advisors, Inc. | 0.51% | Reduce -10.1% | 1,266 | $794K |
| Hutchinson Capital Management | 0.14% | New | 1,265 | $793K |
| Pine Harbor Wealth Management, LLC | 0.24% | Add +17.4% | 1,264 | $793K |
| Legacy Bridge, LLC | 0.32% | No change | 1,264 | $793K |
| Ackerman Asset Management, LLC | 0.53% | No change | 1,264 | $793K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -2.3% | 1,262 | $792K |
| Platt Wealth Management LLC | 0.78% | — | 1,262 | $791K |
| Miller Investment Management, LP | 0.08% | Reduce -50.3% | 1,256 | $788K |
| Berkshire Asset Management LLC | 0.03% | Reduce -9.8% | 1,255 | $787K |
| Santori & Peters, Inc. | 0.27% | Reduce -0.2% | 1,254 | $787K |
| First Bancorp, Inc | 0.42% | Reduce -6.7% | 1,254 | $786K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | No change | 1,252 | $785K |
| Orion Capital Management LLC | 0.26% | Add +15.1% | 1,251 | $785K |
| Paragon Financial Partners, Inc. | 0.48% | Add +3.5% | 1,251 | $784K |
| Valley National Advisers Inc. | 0.11% | Reduce -1.1% | 1,250 | $784K |
| Spectrum Planning & Advisory Services Inc. | 0.40% | No change | 1,248 | $783K |
| Old Second National Bank of Aurora | 0.16% | Reduce -0.6% | 1,243 | $780K |
| Perennial Advisors, LLC | 0.13% | Reduce -33.5% | 1,242 | $779K |
| SC&H Financial Advisors, Inc. | 0.12% | Add +66.6% | 1,241 | $778K |
| Verity Asset Management, Inc. | 0.33% | Reduce -47.8% | 1,241 | $778K |
| Carter Financial, LLC | 0.69% | — | 1,240 | $778K |
| Squire Investment Management Company, LLC | 0.24% | Reduce -3.6% | 1,240 | $777K |
| Momentum Wealth Planning, LLC | 0.62% | No change | 1,239 | $777K |
| Foster & Motley Inc. | 0.04% | No change | 1,236 | $775K |
| Dominguez Wealth Management Solutions, Inc. | 0.47% | Add +14.2% | 1,236 | $775K |
| Tillman Hartley LLC | 0.19% | Reduce -3.0% | 1,235 | $775K |
| Hoge Financial Services, LLC | 0.42% | Add +4.3% | 1,235 | $774K |
| Hopwood Financial Services, Inc. | 0.54% | Add +5.1% | 1,231 | $772K |
| JNBA Financial Advisors | 0.07% | Add +6.0% | 1,224 | $768K |
| Pathway Financial Advisers, LLC | 0.22% | Add +2.3% | 1,224 | $767K |
| Studio Investment Management LLC | 0.14% | Add +33.3% | 1,221 | $766K |
| North Point Portfolio Managers Corp. | 0.13% | Add +1.3% | 1,218 | $764K |
| Shepherd Kaplan Krochuk, LLC | 0.63% | Reduce -12.4% | 1,215 | $762K |
| CGC Financial Services, LLC | 0.20% | Add +570.2% | 1,213 | $761K |
| Vantus Wealth LLC | 0.56% | — | 1,205 | $756K |
| Sprinkle Financial Consultants LLC | 0.38% | Add +5.5% | 1,205 | $755K |
| PCG Wealth Advisors, LLC | 0.21% | Add +0.8% | 1,204 | $755K |
| SlateStone Wealth, LLC | 0.06% | Reduce -0.8% | 1,204 | $755K |
| Integrated Wealth Management | 0.85% | — | 1,203 | $754K |
| Impact Capital Partners LLC | 0.22% | No change | 1,202 | $754K |
| Ironvine Capital Partners, LLC | 0.08% | No change | 1,202 | $754K |
| Inspire Advisors, LLC | 0.07% | Add +7.1% | 1,201 | $753K |
| Texas Bank & Trust Co | 0.27% | No change | 1,200 | $753K |
| Tower View Wealth Management LLC | 0.37% | Add +7.0% | 1,199 | $752K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +86.3% | 1,192 | $750K |
| Goepper Burkhardt LLC | 0.24% | Add +127.6% | 1,195 | $749K |
| Mills Wealth Advisors LLC | 0.30% | Reduce -0.9% | 1,193 | $748K |
| Upper Left Wealth Management, LLC | 0.46% | Add +0.3% | 1,192 | $748K |
| Platform Wealth Management, LLC | 0.20% | — | 1,187 | $745K |
| Solidarity Wealth, LLC | 0.15% | Add +19.3% | 1,186 | $744K |
| Cerro Pacific Wealth Advisors LLC | 0.20% | Reduce -15.2% | 1,185 | $743K |
| Aerodigm Wealth, LLC | 0.29% | Add +3.6% | 1,183 | $742K |
| Vontobel Holding Ltd. | 0.00% | Reduce -16.4% | 1,182 | $741K |
| Leigh Baldwin & Co., LLC | 0.49% | No change | 1,180 | $740K |
| Darden Wealth Group Inc | 0.36% | Add +2.1% | 1,177 | $738K |
| Noesis Capital Mangement Corp. | 0.11% | Add +10.0% | 1,177 | $738K |
| Ares Financial Consulting, LLC | 0.70% | — | 1,173 | $736K |
| Dearborn Partners LLC | 0.04% | Reduce -14.5% | 1,173 | $736K |
| Northern Lights Advisors, Inc. | 0.50% | — | 1,172 | $735K |
| Buckhead Capital Management LLC | 0.26% | Add +75.3% | 1,171 | $734K |
| St Germain D J Co. Inc. | 0.03% | Add +24.3% | 1,170 | $734K |
| Brown Wealth Management, LLC | 0.19% | Add +10.1% | 1,169 | $733K |
| Strategy Asset Managers LLC | 0.12% | Reduce -1.1% | 1,167 | $732K |
| TCFG Wealth Management, LLC | 0.29% | Reduce -27.7% | 1,165 | $731K |
| SYM FINANCIAL Corp | 0.07% | Add +28.6% | 1,163 | $729K |
| Private Wealth Asset Management, LLC | 0.08% | No change | 1,160 | $727K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -0.1% | 1,159 | $727K |
| Stewardship Advisors, LLC | 0.17% | Add +122.5% | 1,155 | $724K |
| Formidable Asset Management, LLC | 0.11% | Reduce -20.5% | 1,181 | $723K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -19.9% | 1,150 | $721K |
| Citrine Capital LLC | 0.33% | No change | 1,146 | $719K |
| Whalen Wealth Management Inc. | 0.39% | Add +1.2% | 1,144 | $717K |
| Hickory Point Bank & Trust | 0.52% | Reduce -0.4% | 1,143 | $717K |
| Essex LLC | 0.13% | Reduce -0.9% | 1,140 | $715K |
| Armor Investment Advisors, LLC | 0.26% | No change | 1,139 | $715K |
| Matisse Capital | 0.32% | Add +0.6% | 1,138 | $714K |
| Focused Alpha, LLC | 0.21% | — | 1,138 | $713K |
| Allegheny Financial Group | 0.11% | Add +1.8% | 1,136 | $713K |
| Greenberg Financial Group | 0.29% | — | 1,136 | $712K |
| Cornerstone Advisory, LLC | 0.07% | Add +1.6% | 1,135 | $712K |
| City Center Advisors, LLC | 0.65% | Add +0.3% | 1,134 | $711K |
| Altman Advisors, Inc. | 0.27% | No change | 1,134 | $711K |
| Meadowbrook Advisors Group, LLC | 0.40% | — | 1,132 | $710K |
| Trustco Bank Corp. N Y | 0.64% | No change | 1,131 | $709K |
| Insight Wealth Strategies, LLC | 0.08% | Add +1.8% | 1,129 | $708K |
| SmartHarvest Portfolios, LLC | 0.25% | — | 1,128 | $707K |
| jvl associates llc | 0.23% | Add +106.0% | 1,125 | $706K |
| Trust Co | 0.07% | Add +0.6% | 1,123 | $704K |
| RPg Family Wealth Advisory, LLC | 0.15% | Add +12.9% | 1,120 | $702K |
| Mascagni Wealth Management, Inc. | 0.52% | Reduce -8.7% | 1,120 | $702K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -3.2% | 1,118 | $701K |
| Penn Davis McFarland Inc. | 0.07% | No change | 1,116 | $700K |
| Payne Capital Management, LLC | 0.22% | Add +5.3% | 1,115 | $699K |
| NRI Wealth Management LC | 0.36% | Add +0.5% | 1,112 | $698K |
| B & T Capital Management DBA Alpha Capital Management | 0.10% | Add +1.2% | 1,112 | $697K |
| Shakespeare Wealth Management, LLC | 0.15% | Add +1.3% | 1,111 | $696K |
| Bar Harbor Wealth Management | 0.04% | Add +5.7% | 1,110 | $696K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 1,109 | $695K |
| AllGen Financial Advisors, Inc. | 0.16% | Add +0.1% | 1,109 | $695K |
| Kelsey Financial, LLC | 0.60% | — | 1,108 | $695K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Reduce -7.5% | 1,088 | $693K |
| Mengis Capital Management, Inc. | 0.12% | No change | 1,103 | $692K |
| Plan A Wealth LLC | 0.34% | Add +4.0% | 1,103 | $692K |
| Advisors Preferred, LLC | 0.11% | Reduce -59.3% | 1,100 | $691K |
| Aviso Wealth Management | 0.29% | Add +7.8% | 1,102 | $691K |
| Valley Financial Group, Inc. | 0.39% | Reduce -55.4% | 1,101 | $690K |
| Bearing Point Capital, LLC | 0.11% | Add +0.1% | 1,101 | $690K |
| Campion Asset Management | 0.48% | No change | 1,100 | $690K |
| Luts & Greenleigh Group, Inc. | 0.59% | Add +4.8% | 1,099 | $689K |
| Oak Wealth Advisors LLC | 0.40% | Reduce -20.0% | 1,099 | $689K |
| Elk River Wealth Management LLC | 0.11% | No change | 1,099 | $689K |
| Guided Capital Wealth Management, LLC | 0.48% | Reduce -2.3% | 1,098 | $689K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +3.1% | 1,096 | $688K |
| Integris Wealth Management, LLC | 0.16% | Add +5.2% | 1,096 | $687K |
| TOWER TRUST & INVESTMENT Co | 0.43% | No change | 1,096 | $687K |
| Mason & Associates Inc | 0.13% | Add +35.1% | 1,094 | $686K |
| Regent Peak Wealth Advisors LLC | 0.14% | Reduce -5.8% | 1,094 | $686K |
| Haven Private, LLC | 0.30% | No change | 1,091 | $684K |
| Pacific Financial Group Inc. | 0.38% | Add +121.3% | 1,089 | $683K |
| USA Financial Formulas | 0.12% | New | 1,088 | $682K |
| Palisades Hudson Asset Management, L.P. | 0.26% | Reduce -12.8% | 1,085 | $681K |
| Harbor Group, Inc. | 0.10% | Add +0.5% | 1,080 | $677K |
| First Citizens Financial Corp | 0.33% | No change | 1,080 | $677K |
| Telos Capital Management, Inc. | 0.06% | Add +21.8% | 1,080 | $677K |
| Capital Investment Services of America, Inc. | 0.06% | Add +10.6% | 1,079 | $677K |
| Signature Resources Capital Management, LLC | 0.34% | Add +0.3% | 1,078 | $676K |
| FinDec Wealth Services, Inc. | 0.72% | Add +33.2% | 1,076 | $675K |
| Mars Jewett Financial Group, Inc. | 0.20% | — | 1,059 | $674K |
| Abacus Wealth Partners, LLC | 0.07% | Add +21.4% | 1,071 | $672K |
| Ames National Corp. | 0.39% | Add +2.4% | 1,070 | $671K |
| Foundry Financial LLC | 0.35% | — | 1,064 | $667K |
| ETF Store, Inc. | 0.68% | Add +22.0% | 1,063 | $666K |
| RCW Management, LLC | 0.67% | — | 1,062 | $666K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -10.4% | 1,060 | $665K |
| Main Management LLC | 0.05% | No change | 1,059 | $664K |
| Kropog Financial Group, LLC | 0.51% | Add +0.6% | 1,058 | $664K |
| Schulz Wealth, LTD. | 0.42% | New | 1,057 | $663K |
| Tarbox Family Office, Inc. | 0.11% | Reduce -13.5% | 1,051 | $659K |
| NFSG Corp | 0.10% | Reduce -8.1% | 1,050 | $659K |
| White Pine Capital LLC | 0.18% | No change | 1,050 | $658K |
| Rothschild Capital Partners, LLC | 0.16% | Reduce -21.7% | 1,047 | $657K |
| Moseley Investment Management Inc. | 0.20% | Add +25.5% | 1,042 | $654K |
| Ullmann Wealth Partners Group, LLC | 0.07% | New | 1,042 | $653K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +0.8% | 1,040 | $652K |
| Plus Group Wealth Advisors LLC | 0.72% | — | 1,039 | $652K |
| Missouri Trust & Investment Co | 0.19% | Reduce -0.5% | 1,039 | $652K |
| Borer Denton & Associates, Inc. | 0.22% | Add +28.0% | 1,038 | $651K |
| Insight 2811, Inc. | 0.29% | Add +17.8% | 1,038 | $651K |
| Sterling Investment Advisors, Ltd. | 0.12% | Add +0.5% | 1,033 | $648K |
| Centerpoint Advisory Group | 0.50% | Add +0.2% | 1,032 | $647K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.46% | Reduce -0.1% | 1,032 | $647K |
| Stonehearth Capital Management, LLC | 0.24% | Add +0.4% | 1,031 | $646K |
| Mountain Pacific Investment Advisers LLC | 0.10% | No change | 1,030 | $646K |
| Stone Summit Wealth LLC | 0.17% | Add +1.3% | 1,028 | $645K |
| Beacon Financial Planning, Inc. | 0.31% | Reduce -2.8% | 1,027 | $644K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -0.2% | 1,026 | $644K |
| Lountzis Asset Management, LLC | 0.23% | Reduce -0.2% | 1,024 | $642K |
| McLean Asset Management Corp | 0.12% | Reduce -29.3% | 1,011 | $642K |
| Navalign, LLC | 0.16% | Add +0.1% | 1,021 | $640K |
| McHugh Group, LLC | 0.37% | No change | 1,017 | $638K |
| Lockerman Financial Group, Inc. | 1.22% | Add +0.3% | 1,017 | $637K |
| Financial Gravity Asset Management, Inc. | 0.12% | Add +127.8% | 1,016 | $637K |
| Tevis Investment Management | 0.38% | No change | 1,033 | $634K |
| Rhodes Investment Advisors Inc. | 0.51% | — | 1,011 | $634K |
| Millennium Management | 0.00% | Reduce -50.3% | 1,011 | $634K |
| Frazier Financial Advisors, LLC | 0.37% | Reduce -7.6% | 1,009 | $633K |
| Richmond Investment Services, LLC | 0.11% | Add +28.6% | 1,008 | $632K |
| Sterling Investment Counsel, LLC | 0.18% | Add +125.5% | 1,098 | $632K |
| Bestgate Wealth Advisors, LLC | 1.10% | Add +5.7% | 1,002 | $629K |
| Kellett Wealth Advisors, LLC | 0.36% | Add +44.4% | 1,002 | $628K |
| PFG Private Wealth Management, LLC | 0.27% | Reduce -81.0% | 1,001 | $628K |
| Eldridge Investment Advisors, Inc. | 0.14% | Add +8.1% | 1,001 | $627K |
| Mattern Wealth Management LLC | 0.12% | Reduce -0.5% | 1,000 | $627K |
| Lodestone Wealth Management LLC | 0.26% | Reduce -5.8% | 999 | $627K |
| Clark Wealth Partners | 0.38% | No change | 999 | $627K |
| Colton Groome Financial Advisors, LLC | 0.18% | Add +0.5% | 996 | $625K |
| Asset Advisory Group, Inc. | 0.31% | — | 993 | $623K |
| Trivant Custom Portfolio Group, LLC | 0.36% | Reduce -20.6% | 992 | $622K |
| Runnymede Capital Advisors, Inc. | 0.36% | New | 992 | $622K |
| Ledyard National Bank | 0.05% | Reduce -4.6% | 992 | $622K |
| AA Financial Advisors, LLC | 0.11% | Add +14.0% | 992 | $622K |
| E-Wealth Partners, LLC | 0.52% | — | 991 | $621K |
| Exchange Bank | 0.43% | Add +2.7% | 990 | $621K |
| Northcape Wealth Management, LLC | 0.18% | No change | 990 | $621K |
| Shulman DeMeo Asset Management LLC | 0.14% | Add +0.4% | 986 | $618K |
| Howard Financial Services, LTD. | 0.07% | Reduce -1.5% | 984 | $617K |
| USAdvisors Wealth Management, LLC | 0.20% | Reduce -5.6% | 980 | $614K |
| Private Capital Management, LLC | 0.06% | Reduce -2.8% | 979 | $614K |
| LifeSteps Financial, Inc. | 0.39% | No change | 969 | $608K |
| Poehling Capital Management, INC. | 0.12% | No change | 969 | $608K |
| Essential Planning, LLC. | 0.19% | Reduce -8.1% | 967 | $606K |
| Providence Capital Advisors, LLC | 0.10% | Add +0.1% | 966 | $606K |
| Whelan Financial | 0.19% | Reduce -7.2% | 966 | $606K |
| Manchester Financial Inc. | 0.11% | Add +1.1% | 966 | $606K |
| IF Advisors, LLC | 0.49% | — | 965 | $605K |
| Delta Asset Management LLC | 0.05% | Add +2.1% | 964 | $605K |
| ROI Financial Advisors, LLC | 0.35% | Add +0.1% | 964 | $604K |
| Coordinated Financial Services, Inc. | 0.35% | Add +27.0% | 963 | $604K |
| Lighthouse Financial LLC | 0.39% | No change | 962 | $603K |
| Lazari Capital Management, Inc. | 0.20% | Add +19.9% | 959 | $601K |
| Davidson Trust Co. | 0.25% | No change | 957 | $600K |
| Sfam, LLC | 0.55% | — | 956 | $600K |
| MidAtlantic Capital Management, Inc. | 0.38% | Reduce -4.4% | 955 | $599K |
| Van Den Berg Management I, Inc. | 0.14% | Reduce -1.4% | 953 | $598K |
| Strait & Sound Wealth Management LLC | 0.22% | Add +5.0% | 952 | $597K |
| United Asset Strategies, Inc. | 0.05% | Add +70.4% | 949 | $595K |
| FFT Wealth Management LLC | 0.11% | Add +0.4% | 944 | $592K |
| Elgethun Capital Management | 0.10% | No change | 943 | $592K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Reduce -3.7% | 943 | $591K |
| Ascentis Wealth Management, LLC | 0.15% | Add +6.0% | 941 | $591K |
| Philip James Wealth Mangement, LLC | 0.07% | No change | 940 | $590K |
| SpringVest Wealth Management LLC | 0.41% | Add +9.7% | 937 | $588K |
| Keystone Financial Services | 0.18% | No change | 936 | $587K |
| PMG Family Office LLC | 0.68% | No change | 935 | $586K |
| NCM Capital Management, LLC | 0.22% | No change | 933 | $585K |
| Dagco, Inc. | 0.13% | Add +11.5% | 928 | $582K |
| Pillar Financial Advisors, LLC | 0.35% | No change | 928 | $582K |
| Alta Wealth Advisors LLC | 0.19% | Add +18.7% | 927 | $581K |
| Mosley Wealth Management | 0.27% | — | 938 | $581K |
| American Institute for Advanced Investment Management, LLP | 0.37% | No change | 923 | $579K |
| TCTC Holdings, LLC | 0.02% | Reduce -20.6% | 923 | $579K |
| 3EDGE Asset Management, LP | 0.03% | Reduce -3.3% | 923 | $579K |
| Columbia River Financial Group, LLC | 0.35% | No change | 918 | $576K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Add +0.2% | 916 | $576K |
| William Howard & Co Financial Advisors Inc | 0.48% | Reduce -0.9% | 917 | $575K |
| Burford Brothers, Inc. | 0.24% | Add +1.4% | 916 | $575K |
| Tme Financial, Inc. | 0.40% | Add +2.8% | 915 | $574K |
| Clarion Wealth Managment Partners, LLC | 0.53% | Add +5.3% | 912 | $572K |
| tru Independence LLC | 0.14% | No change | 911 | $571K |
| Prudent Investors Network, Inc. | 0.13% | New | 911 | $571K |
| SFI Advisors, LLC | 0.37% | New | 911 | $571K |
| Summit Investment Advisory Services, LLC | 0.22% | Reduce -4.4% | 910 | $571K |
| Steigerwald, Gordon & Koch Inc. | 0.06% | Add +16.4% | 909 | $570K |
| Burns Matteson Capital Management, LLC | 0.23% | Reduce -4.7% | 909 | $570K |
| BNB Wealth Management, LLC | 0.37% | — | 909 | $570K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Reduce -3.9% | 907 | $569K |
| Addison Capital Co | 0.14% | Reduce -2.4% | 904 | $567K |
| Zinnia Wealth Advisory, LLC | 0.61% | — | 902 | $566K |
| Nicholas Wealth, LLC. | 0.38% | New | 902 | $566K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -50.0% | 902 | $565K |
| Potentia Wealth | 0.21% | Reduce -0.6% | 901 | $565K |
| Wellington Grp LLC | 0.19% | — | 900 | $565K |
| San Luis Wealth Advisors LLC | 0.09% | Add +6.2% | 898 | $563K |
| Town Capital LLC | 0.46% | — | 897 | $563K |
| American Capital Advisory, LLC | 0.24% | Reduce -18.4% | 897 | $562K |
| Wealthedge Investment Advisors, LLC | 0.21% | Add +0.3% | 894 | $561K |
| Colonial River Investments, LLC | 0.20% | Add +6.4% | 893 | $560K |
| MPWM Advisory Solutions, LLC | 0.31% | No change | 892 | $560K |
| Team Hewins, LLC | 0.18% | Add +106.5% | 892 | $559K |
| Robinswood Financial LLC | 0.18% | Add +26.6% | 891 | $559K |
| Kraft, Davis & Associates, LLC | 0.13% | Add +7.9% | 875 | $558K |
| Wayfinding Financial, LLC | 0.24% | No change | 890 | $558K |
| Herold Advisors, Inc. | 0.12% | Reduce -6.6% | 887 | $556K |
| Elevation Wealth Management LLC | 0.53% | — | 886 | $556K |
| Stiles Financial Services Inc | 0.17% | No change | 883 | $554K |
| Thompson David Blair | 0.32% | — | 882 | $553K |
| DKM Wealth Management, Inc. | 0.41% | No change | 881 | $553K |
| Winter & Associates, Inc. | 0.51% | — | 872 | $547K |
| Claret Asset Management Corp | 0.06% | Reduce -1.6% | 870 | $546K |
| SJS Investment Consulting Inc. | 0.07% | Add +152.6% | 869 | $545K |
| Taylor Financial Group, Inc. | 0.32% | No change | 867 | $544K |
| Trinity Legacy Partners, LLC | 0.12% | Add +0.2% | 865 | $543K |
| Gallagher Capital Advisors, LLC | 0.35% | Add +135.3% | 859 | $542K |
| Horizons Wealth Management | 0.36% | Reduce -7.4% | 862 | $541K |
| Lee Danner & Bass Inc. | 0.04% | Add +22.3% | 862 | $541K |
| Meritage Portfolio Management | 0.04% | Reduce -3.6% | 862 | $541K |
| Ellsworth Advisors, LLC | 0.11% | Add +6.5% | 846 | $538K |
| Manhattan West Asset Management, LLC | 0.11% | Reduce -3.6% | 855 | $537K |
| Marietta Investment Partners LLC | 0.11% | Add +24.8% | 855 | $536K |
| Oak Barrel Wealth Advisory LLC | 0.32% | — | 852 | $535K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -0.8% | 851 | $534K |
| Emissary Wealth LLC | 0.45% | — | 851 | $534K |
| AAF Wealth Management, LLC | 0.22% | Reduce -4.2% | 850 | $533K |
| Total Investment Management Inc. | 0.07% | Reduce -44.5% | 850 | $533K |
| Define Financial, LLC | 0.30% | Add +7.2% | 845 | $530K |
| Mma Asset Management LLC | 0.19% | Reduce -24.4% | 843 | $529K |
| GFG Capital, LLC | 0.19% | No change | 841 | $528K |
| Keener Financial Planning LLC | 0.23% | Add +185.7% | 840 | $526K |
| Convergence Financial, LLC | 0.08% | Add +8.2% | 836 | $524K |
| Glassy Mountain Advisors, Inc. | 0.16% | No change | 834 | $523K |
| Constant Guidance Financial LLC | 0.37% | New | 3,644 | $523K |
| Empirical Asset Management, LLC | 0.15% | Add +0.7% | 9,325 | $523K |
| LCNB Corp. | 0.17% | Reduce -51.1% | 833 | $522K |
| Colony Family Offices, LLC | 0.13% | No change | 833 | $522K |
| Mirador Capital Partners LP | 0.07% | Add +30.6% | 832 | $522K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -0.8% | 832 | $522K |
| Tounjian Advisory Partners, LLC | 0.18% | New | 830 | $521K |
| Signet Investment Advisory Group, Inc. | 0.24% | No change | 830 | $521K |
| Hurlow Wealth Management Group, Inc. | 0.13% | Add +1.5% | 830 | $520K |
| JGP Wealth Management, LLC | 0.05% | Add +31.6% | 829 | $520K |
| ODonnell Financial Services, LLC | 0.18% | Reduce -5.6% | 827 | $519K |
| Caldwell Sutter Capital, Inc. | 0.22% | Reduce -13.5% | 826 | $518K |
| New Insight Wealth Advisors | 0.18% | Add +21.2% | 823 | $516K |
| Straight Path Wealth Management | 0.14% | New | 821 | $515K |
| North Berkeley Wealth Management, LLC | 0.30% | Add +9.2% | 820 | $515K |
| Oxinas Partners, LLC | 0.25% | Add +68.0% | 820 | $514K |
| STAR Financial Bank | 0.26% | Reduce -18.2% | 820 | $514K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +0.5% | 819 | $514K |
| Aspen Capital Management, LLC | 0.13% | No change | 819 | $514K |
| Van Diest Capital, LLC | 0.77% | — | 819 | $513K |
| Custos Family Office, LLC | 0.35% | New | 818 | $513K |
| Bayban | 0.45% | — | 818 | $513K |
| GuidedMoney, LLC | 0.27% | — | 814 | $510K |
| SWAN Capital LLC | 0.20% | No change | 812 | $509K |
| River Street Advisors LLC | 0.19% | No change | 812 | $509K |
| Quantum Financial Planning Services, Inc. | 0.18% | Reduce -0.6% | 808 | $506K |
| Verde Capital Management | 0.11% | Add +11.5% | 806 | $506K |
| Bulwark Capital Corp | 0.36% | No change | 806 | $505K |
| Elite Life Management LLC | 0.82% | New | 795 | $505K |
| WFA of San Diego, LLC | 0.37% | Reduce -1.8% | 804 | $504K |
| Strategic Financial Concepts, LLC | 0.46% | Reduce -46.2% | 802 | $503K |
| Outbound Financial Inc | 0.39% | Reduce -17.7% | 802 | $503K |
| Hudson Value Partners, LLC | 0.15% | No change | 796 | $502K |
| Antonelli Financial Advisors, LLC | 0.33% | Add +0.4% | 800 | $502K |
| Strid Group, LLC | 0.06% | New | 799 | $501K |
| Advantage Trust Co | 0.23% | Add +0.4% | 799 | $501K |
| 46 Peaks LLC | 0.37% | — | 799 | $501K |
| Alliance Wealth Advisors, LLC | 0.24% | No change | 798 | $500K |
| Balanced Wealth Group LLC | 0.18% | Add +3.7% | 814 | $500K |
| Willis Investment Counsel | 0.03% | Add +3.9% | 797 | $500K |
| Altfest L J & Co. Inc. | 0.05% | Add +41.6% | 796 | $499K |
| Cypress Financial Planning LLC | 0.14% | Reduce -7.2% | 789 | $499K |
| Spinnaker Investment Group, LLC | 0.09% | Reduce -8.9% | 794 | $498K |
| Jamison Private Wealth Management, Inc. | 0.06% | Reduce -1.6% | 793 | $498K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 792 | $497K |
| Tepp RIA, LLC | 0.49% | No change | 791 | $496K |
| KTF Investments, LLC | 0.08% | — | 791 | $496K |
| Seneschal Advisors, LLC | 0.36% | Add +24.0% | 790 | $495K |
| Juno Financial Group LLC | 0.20% | — | 787 | $494K |
| Prestige Wealth Management Group LLC | 0.09% | Reduce -3.1% | 783 | $491K |
| Curtis Advisory Group, LLC | 0.10% | Reduce -6.8% | 782 | $491K |
| Veracity Capital LLC | 0.15% | Add +3.9% | 782 | $491K |
| Nelson Capital Management, LLC | 0.06% | Reduce -9.3% | 782 | $490K |
| Carret Asset Management, LLC | 0.05% | Add +15.7% | 780 | $489K |
| Clayton Financial Group LLC | 0.25% | Add +174.9% | 778 | $488K |
| Presidio Capital Management, LLC | 0.15% | Add +52.0% | 777 | $487K |
| Rollins Financial Advisors, LLC | 0.07% | No change | 775 | $486K |
| truNorth Financial Services, Inc. | 0.53% | — | 773 | $485K |
| Seros Financial, LLC | 0.28% | Add +5.0% | 773 | $485K |
| Westwind Capital | 0.10% | New | 771 | $484K |
| Interchange Capital Partners, LLC | 0.09% | No change | 769 | $482K |
| Drake & Associates, LLC | 0.10% | Add +18.7% | 769 | $482K |
| Kure Advisory, LLC | 0.27% | Add +2.7% | 766 | $481K |
| Woodward Diversified Capital, LLC | 0.22% | Add +3.4% | 766 | $481K |
| Stage Harbor Financial, LLC | 0.32% | Reduce -46.1% | 766 | $480K |
| Shepherd Street Advisors LLC | 0.46% | — | 766 | $480K |
| Oasis Advisors, LLC | 0.25% | — | 763 | $479K |
| Sentry Investment Management LLC | 0.31% | New | 761 | $477K |
| Avalon Capital Management | 0.11% | No change | 761 | $477K |
| Compass Capital Corp. /Ma/ | 0.18% | New | 749 | $477K |
| Schmidt P J Investment Management Inc. | 0.08% | No change | 759 | $476K |
| McDonough Capital Management, Inc | 0.23% | Add +48.8% | 759 | $476K |
| WESPAC Advisors SoCal, LLC | 0.10% | New | 759 | $476K |
| Commons Capital, LLC | 0.33% | Reduce -84.2% | 756 | $474K |
| Mustico Financial Group, Inc. | 0.37% | No change | 743 | $474K |
| Joseph Group Capital Management | 0.12% | Add +215.9% | 755 | $473K |
| Palacios Wealth Management, LLC | 0.36% | Reduce -50.9% | 755 | $473K |
| Geneva Partners, LLC | 0.17% | New | 755 | $473K |
| Suncoast Equity Management | 0.05% | Add +3.7% | 755 | $473K |
| TrueWealth Advisors, LLC | 0.12% | Add +0.1% | 754 | $473K |
| Investment Research Partners LLC | 0.20% | No change | 753 | $472K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -27.3% | 753 | $472K |
| Callahan Advisors, LLC | 0.04% | Add +0.3% | 752 | $471K |
| Murphy & Mullick Capital Management Corp | 0.34% | Add +286.1% | 749 | $470K |
| DRW Securities, LLC | 0.04% | Reduce -28.8% | 749 | $470K |
| Burrus Financial Services, Inc. | 0.27% | New | 1,818 | $469K |
| Archford Capital Strategies, LLC | 0.05% | No change | 746 | $468K |
| Next Level Private LLC | 0.12% | Reduce -2.0% | 745 | $467K |
| Gables Capital Management Inc. | 0.20% | No change | 740 | $464K |
| Investors Research Corp | 0.08% | Add +16.6% | 739 | $463K |
| West Wealth Group, LLC | 0.10% | Reduce -10.8% | 738 | $463K |
| True Link Financial Advisors, LLC | 0.03% | Add +13.5% | 738 | $463K |
| Grandview Asset Management LLC | 0.13% | Reduce -53.4% | 737 | $462K |
| Uptown Financial Advisors LLC | 0.39% | No change | 734 | $460K |
| Essential Investment Partners LLC | 0.43% | — | 733 | $460K |
| Shepherd Financial Partners LLC | 0.04% | No change | 731 | $458K |
| Mayfair Advisory Group, LLC | 0.18% | Add +1.0% | 728 | $457K |
| Element Wealth, LLC | 0.19% | New | 729 | $457K |
| 17 Capital Partners, LLC | 0.24% | Add +10.0% | 728 | $457K |
| McRae Capital Management Inc. | 0.09% | Reduce -53.1% | 728 | $457K |
| PMG Wealth Management, Inc. | 0.33% | Add +39.4% | 726 | $455K |
| Northwest Wealth Advisors, LLC | 0.35% | — | 725 | $455K |
| Vawter Financial, Ltd. | 0.19% | No change | 725 | $454K |
| Cyr Financial Inc. | 0.28% | Add +0.1% | 724 | $454K |
| Bellevue Asset Management, LLC | 0.15% | Add +32.0% | 722 | $453K |
| Kwmg, LLC | 0.04% | New | 718 | $450K |
| Invested Advisors | 0.47% | Reduce -7.7% | 718 | $450K |
| Three Magnolias Financial Advisors, LLC | 0.28% | Reduce -12.2% | 718 | $450K |
| Ballew Advisors, Inc | 0.25% | Add +0.3% | 704 | $449K |
| Boyum Wealth Architects LLC | 0.21% | No change | 707 | $448K |
| Pines Wealth Management, LLC | 0.14% | Reduce -1.0% | 715 | $448K |
| Provident Living Financial Services, Inc. | 0.44% | — | 715 | $448K |
| City Holding Co. | 0.06% | No change | 714 | $448K |
| TopTier Wealth Management, LLC | 0.30% | — | 713 | $447K |
| Riverview Capital Advisers, LLC | 0.14% | Add +4.5% | 712 | $447K |
| Marino, Stram & Associates LLC | 0.08% | Reduce -8.4% | 712 | $446K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.42% | — | 711 | $446K |
| Hunter Associates Investment Management LLC | 0.06% | Add +80.2% | 710 | $446K |
| Novus Advisors, LLC | 1.00% | Reduce -1.1% | 711 | $446K |
| Spectrum Financial Alliance Ltd LLC | 0.09% | Add +87.6% | 711 | $446K |
| Paragon Advisors, LLC | 0.12% | Add +3.2% | 710 | $445K |
| Cadence Wealth Management LLC | 0.21% | Reduce -3.8% | 710 | $445K |
| Iron Gate Global Advisors LLC | 0.05% | Add +4.6% | 709 | $445K |
| MFA Wealth Services | 0.30% | Reduce -0.1% | 709 | $445K |
| Pacific Excel Wealth Advisors, Inc. | 0.84% | — | 706 | $443K |
| Advisor Resource Council | 0.16% | New | 692 | $443K |
| Encompass More Asset Management | 0.08% | Reduce -5.2% | 705 | $442K |
| Colorado Capital Management, Inc. | 0.17% | Add +21.3% | 705 | $442K |
| Newport Capital Group, LLC | 0.27% | Add +0.3% | 701 | $442K |
| Shared Vision Wealth Group LLC | 0.18% | No change | 693 | $442K |
| Beacon Bank & Trust | 0.09% | No change | 704 | $441K |
| Oak Family Advisors, LLC | 0.14% | Reduce -0.3% | 703 | $441K |
| ProVise Management Group, LLC | 0.03% | Reduce -2.6% | 703 | $441K |
| Sloy Dahl & Holst, LLC | 0.05% | Reduce -5.8% | 702 | $440K |
| Financial Life Planners | 0.32% | Add +0.4% | 700 | $439K |
| Samalin Investment Counsel, LLC | 0.16% | Add +2.6% | 699 | $438K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +0.1% | 699 | $438K |
| Patten Group, Inc. | 0.08% | No change | 698 | $438K |
| Guardian Wealth Advisors, LLC | 0.25% | Add +0.4% | 697 | $437K |
| Mullooly Asset Management, Inc. | 0.16% | Reduce -22.1% | 696 | $437K |
| Osborne Partners Capital Management, LLC | 0.02% | Reduce -16.4% | 696 | $436K |
| Nautilus Advisors LLC | 0.28% | Add +0.1% | 694 | $435K |
| Covenant Asset Management, LLC | 0.08% | Add +15.3% | 694 | $435K |
| Evensky & Katz LLC | 0.02% | Add +43.6% | 692 | $434K |
| Inlet Private Wealth, LLC | 0.10% | No change | 692 | $434K |
| Pinkerton Wealth, LLC | 0.04% | Reduce -50.9% | 691 | $433K |
| Merkkuri Wealth Advisors LLC | 0.29% | Add +2.2% | 691 | $433K |
| Kingstone Capital Partners Texas, LLC | 0.25% | Add +0.6% | 690 | $433K |
| Bright Financial Advisors, Inc. | 0.20% | Reduce -2.3% | 688 | $431K |
| KKM Financial LLC | 0.08% | Add +52.3% | 687 | $431K |
| Financial Plan, Inc. | 0.05% | — | 686 | $430K |
| Kagan Cocozza Asset Management | 0.31% | New | 685 | $430K |
| First Commonwealth Financial Corp | 0.07% | Reduce -28.3% | 685 | $430K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | Add +0.3% | 685 | $430K |
| Allen Capital Group, LLC | 0.04% | Reduce -15.2% | 684 | $429K |
| BankPlus Trust Department | 0.11% | Add +68.8% | 682 | $428K |
| Ashford Advisors, LLC | 0.09% | No change | 682 | $428K |
| Graham Capital Wealth Management, LLC | 0.39% | Add +4.0% | 680 | $426K |
| Legacy Financial Group, Inc. | 0.11% | Add +23.0% | 679 | $426K |
| Kimelman & Baird, LLC | 0.03% | No change | 679 | $426K |
| Wrenne Financial Planning LLC | 0.17% | Reduce -4.5% | 678 | $425K |
| Granite Bay Wealth Management, LLC | 0.10% | Add +3.2% | 677 | $425K |
| Transcendent Capital Group LLC | 0.19% | Add +19.2% | 676 | $424K |
| Successful Portfolios LLC | 0.22% | Add +10.5% | 662 | $423K |
| Kelleher Financial Advisors | 0.10% | New | 674 | $423K |
| Capstone Wealth Management, Inc. | 0.37% | — | 673 | $422K |
| Tandem Capital Management Corp. | 0.19% | No change | 673 | $422K |
| Hobbs Group Advisors, LLC | 0.13% | Add +22.7% | 671 | $421K |
| Parkshore Wealth Management, Inc. | 0.16% | Add +0.3% | 669 | $420K |
| MilWealth Group LLC | 0.10% | No change | 667 | $418K |
| Security National Bank of So Dak | 0.21% | Add +56.5% | 665 | $417K |
| Tobias Financial Advisors, Inc. | 0.06% | Add +12.1% | 665 | $417K |
| ASL Financial, LLC | 0.33% | — | 664 | $416K |
| Demars Financial Group, LLC | 0.14% | New | 664 | $416K |
| Pioneer Wealth Management Group | 0.13% | Add +4.7% | 664 | $416K |
| Guardian Partners Inc. | 0.03% | Add +17.0% | 661 | $416K |
| Strategic Financial Planning, Inc. | 0.24% | Reduce -5.4% | 662 | $415K |
| Andina Capital Management, LLC | 0.25% | New | 661 | $415K |
| Ellenbecker Investment Group | 0.06% | Add +80.5% | 659 | $414K |
| Ruggiero Investments, Inc. | 0.37% | — | 658 | $413K |
| Elmwood Wealth Management, Inc. | 0.13% | New | 657 | $412K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Reduce -0.1% | 657 | $412K |
| Riverbend Wealth Management, LLC | 0.26% | Add +4.0% | 657 | $412K |
| Northbridge Financial Group, LLC | 0.18% | — | 656 | $412K |
| Greenup Street Wealth Management LLC | 0.06% | Add +71.3% | 656 | $411K |
| Bellwether Advisors, LLC | 0.07% | Reduce -4.8% | 656 | $411K |
| Shelton Capital Management | 0.01% | New | 656 | $411K |
| Nalls Sherbakoff Group, LLC | 0.30% | Reduce -2.5% | 655 | $411K |
| Brian Low Financial Group, LLC | 0.29% | Add +3.0% | 655 | $411K |
| Essential Partners LLC | 0.13% | No change | 654 | $410K |
| Cim, LLC | 0.05% | No change | 653 | $410K |
| Warburton Capital Management, LLC | 0.23% | Add +2.2% | 652 | $409K |
| High Note Wealth, LLC | 0.08% | No change | 650 | $408K |
| Bigelow Investment Advisors, LLC | 0.16% | No change | 649 | $407K |
| Parvin Asset Management, LLC | 0.33% | No change | 647 | $406K |
| Kilter Group LLC | 0.18% | Add +3.7% | 646 | $405K |
| MOR Wealth Management, LLC | 0.18% | — | 645 | $404K |
| Robbins Farley | 0.18% | Reduce -1.8% | 642 | $403K |
| Klein Pavlis & Peasley Financial, Inc. | 0.24% | Add +1.6% | 642 | $403K |
| Chaney Capital Management, Inc. | 0.14% | No change | 641 | $402K |
| Butensky & Cohen Financial Security, Inc. | 0.11% | Reduce -5.2% | 639 | $401K |
| Lincoln Capital LLC | 0.07% | Reduce -3.8% | 639 | $401K |
| Canandaigua National Trust Co of Florida | 0.25% | Add +39.5% | 639 | $401K |
| Argentarii, LLC | 0.13% | New | 638 | $400K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +27.4% | 638 | $400K |
| Liberty Atlantic Advisors LLC | 0.39% | — | 638 | $400K |
| one8zero8, LLC | 0.09% | No change | 637 | $399K |
| Pinnacle Financial Group, LLC / IL | 0.12% | Reduce -29.4% | 635 | $399K |
| Avant Capital LLC | 0.27% | Add +46.6% | 635 | $398K |
| Avid Wealth Partners LLC | 0.19% | Reduce -34.8% | 634 | $398K |
| Capital Counsel LLC | 0.02% | Add +32.4% | 633 | $397K |
| Wall Capital Group, Inc. | 0.38% | — | 632 | $396K |
| Ayrshire Capital Management LLC | 0.18% | No change | 631 | $396K |
| Lafayette Investments, Inc. | 0.07% | No change | 630 | $395K |
| Gilman Hill Asset Management, LLC | 0.06% | Reduce -16.9% | 630 | $395K |
| Palatine Hill Wealth Management, LLC | 0.32% | — | 629 | $394K |
| Paragon Capital Management Ltd | 0.08% | No change | 628 | $394K |
| Legacy Capital Group California, Inc. | 0.10% | No change | 627 | $394K |
| Fagan Associates, Inc. | 0.05% | Reduce -17.6% | 626 | $393K |
| Buska Wealth Management, LLC | 0.14% | Reduce -26.7% | 625 | $392K |
| James J. Burns & Company, LLC | 0.05% | Add +1.1% | 624 | $391K |
| Benedict Financial Advisors Inc. | 0.08% | New | 623 | $391K |
| IronBridge Private Wealth, LLC | 0.12% | No change | 621 | $389K |
| KRS Capital Management, LLC | 0.22% | No change | 618 | $388K |
| Nestegg Advisors, Inc. | 0.33% | Reduce -3.7% | 619 | $388K |
| Harbour Wealth Management Group, Inc. | 0.30% | — | 618 | $387K |
| M1 Capital Management LLC | 0.16% | Reduce -1.0% | 617 | $387K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | Add +14.3% | 617 | $387K |
| High Point Wealth Management, LLC | 0.37% | — | 616 | $386K |
| Elite Wealth Management, Inc. | 0.10% | Reduce -89.3% | 614 | $385K |
| Hibernia Wealth Partners, LLC | 0.12% | New | 610 | $383K |
| Sound Stewardship, LLC | 0.18% | Add +0.2% | 611 | $383K |
| Cutler Investment Counsel LLC | 0.04% | Add +12.6% | 610 | $382K |
| Measured Wealth Private Client Group, LLC | 0.10% | Add +26.4% | 609 | $382K |
| Prentice Wealth Management LLC | 0.09% | No change | 609 | $382K |
| Sunrise Financial Services, LLC | 0.29% | — | 608 | $381K |
| Nabity-Jensen Investment Management Inc | 0.26% | Reduce -13.6% | 608 | $381K |
| Ballast, Inc. | 0.09% | Add +39.9% | 607 | $381K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 607 | $381K |
| Seaside Wealth Management, Inc. | 0.11% | No change | 607 | $381K |
| Willner & Heller, LLC | 0.27% | Reduce -2.4% | 605 | $380K |
| Winebrenner Capital Management LLC | 0.25% | Add +5.2% | 605 | $379K |
| Fourth Dimension Wealth, LLC | 0.14% | Add +14.2% | 605 | $379K |
| Bond & Devick Financial Network, Inc. | 0.11% | Add +0.8% | 604 | $379K |
| Financially in Tune, LLC | 0.35% | — | 603 | $378K |
| Aspiring Ventures, LLC | 0.14% | Add +16.0% | 602 | $377K |
| Hobart Private Capital, LLC | 0.07% | Add +51.0% | 601 | $377K |
| Dodge & Cox | 0.00% | Reduce -7.7% | 600 | $376K |
| PeakShares LLC | 0.37% | — | 600 | $376K |
| Benin Management CORP | 0.08% | No change | 600 | $376K |
| Pursuit Wealth Management LLC | 0.32% | — | 598 | $375K |
| Moran Wealth Management, LLC | 0.01% | Add +5.3% | 597 | $374K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.7% | 597 | $374K |
| Resurgent Financial Advisors LLC | 0.19% | Add +56.8% | 596 | $374K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -30.5% | 595 | $373K |
| Blume Capital Management, Inc. | 0.07% | No change | 595 | $373K |
| Two West Capital Advisors LLC | 0.22% | Reduce -0.2% | 593 | $372K |
| Ransom Advisory, Ltd | 0.15% | New | 593 | $372K |
| Owen LaRue, LLC | 0.14% | Add +3.5% | 593 | $372K |
| Tucker Asset Management LLC | 0.11% | Add +52.2% | 592 | $371K |
| Grant Private Wealth Management Inc | 0.22% | No change | 592 | $371K |
| Laraway Financial Advisors Inc | 0.24% | Add +15.9% | 591 | $371K |
| Copley Financial Group, Inc. | 0.23% | Reduce -5.3% | 590 | $370K |
| Winch Advisory Services, LLC | 0.08% | Add +6.3% | 590 | $370K |
| Silver Oak Wealth Advisors Services, LLC | 0.24% | Add +1.4% | 590 | $370K |
| Foronjy Financial LLC | 0.15% | Add +1.2% | 589 | $370K |
| Lunt Capital Management, Inc. | 0.14% | Reduce -3.8% | 589 | $369K |
| Cornerstone Enterprises, LLC | 0.18% | No change | 586 | $369K |
| LWM Advisory Services, LLC | 0.22% | No change | 587 | $368K |
| BDFS Capital LLC | 0.19% | — | 587 | $368K |
| Gen-Wealth Partners Inc | 0.12% | No change | 586 | $368K |
| Trexquant Investment LP | 0.00% | Add +69.9% | 586 | $367K |
| Schnieders Capital Management, Llc. | 0.06% | Add +3.2% | 585 | $367K |
| Leading Edge Financial Planning LLC | 0.08% | Add +1.0% | 584 | $366K |
| Investment Partners Asset Management, Inc. | 0.23% | Reduce -1.2% | 581 | $364K |
| LVM Capital Management Ltd. | 0.03% | No change | 578 | $362K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +0.5% | 570 | $362K |
| M. Kulyk & Associates, LLC | 0.07% | Add +0.5% | 577 | $362K |
| Opal Wealth Advisors, LLC | 0.09% | Add +7.5% | 576 | $361K |
| Westchester Capital Management, Inc. | 0.07% | No change | 576 | $361K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $359K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -21.1% | 572 | $359K |
| Aurdan Capital Management, LLC | 0.11% | Add +10.2% | 572 | $359K |
| Rubicon Advisors, GP | 0.34% | — | 570 | $358K |
| Chatterton & Associates Inc. | 0.31% | — | 570 | $357K |
| Forefront Wealth Management Inc. | 0.26% | No change | 570 | $357K |
| DDD Partners, LLC | 0.02% | Add +31.1% | 569 | $357K |
| Northside Capital Management, LLC | 0.03% | Add +38.1% | 569 | $357K |
| Peck Wealth Management, LLC | 0.34% | No change | 569 | $357K |
| CVFG LLC | 0.24% | Reduce -30.0% | 568 | $356K |
| Virtus Family Office LLC | 0.31% | Reduce -24.7% | 568 | $356K |
| Harvest Investment Services, LLC | 0.07% | Add +42.1% | 567 | $356K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 566 | $355K |
| VeraBank, N.A. | 0.06% | Add +65.9% | 564 | $354K |
| Prodigy Asset Management LLC | 0.12% | Add +11.5% | 564 | $354K |
| Cascade Wealth Advisors, Inc | 0.16% | Add +16.2% | 552 | $353K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +3.1% | 563 | $353K |
| Cypress Capital, LLC | 0.10% | Add +0.9% | 563 | $353K |
| Piscataqua Savings Bank | 0.25% | No change | 562 | $352K |
| SPWM Advisors LLC | 0.34% | — | 559 | $351K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 558 | $350K |
| Master's Wealth Management Inc. | 0.13% | Reduce -34.4% | 557 | $350K |
| Swisher Financial Concepts, Inc. | 0.20% | Reduce -2.8% | 557 | $349K |
| Hager Investment Management Services, LLC | 0.19% | No change | 556 | $349K |
| RDA Financial Network | 0.08% | Reduce -15.4% | 556 | $349K |
| Forty-three Eighteen Advisors, LLC | 0.27% | — | 556 | $348K |
| Seelaus Asset Management LLC | 0.28% | No change | 555 | $348K |
| Accordant Advisory Group Inc | 0.24% | No change | 555 | $348K |
| Sweeney & Michel, LLC | 0.10% | Add +0.4% | 547 | $348K |
| HBE Wealth Management, LLC | 0.33% | — | 554 | $347K |
| Rockport Wealth LLC | 0.07% | Add +0.2% | 554 | $347K |
| Thayer Financial, L.L.C. | 0.37% | — | 553 | $347K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -1.4% | 553 | $347K |
| Stevens Capital Partners | 0.09% | Reduce -30.5% | 552 | $346K |
| Monarch Capital Management Inc. | 0.08% | Reduce -48.6% | 551 | $346K |
| Darwin Wealth Management, LLC | 0.11% | Reduce -0.4% | 550 | $346K |
| Higgins & Schmidt Wealth Strategies LLC | 0.16% | Add +6.0% | 550 | $345K |
| State of Wisconsin Investment Board | 0.00% | New | 550 | $345K |
| Redmond Asset Management, LLC | 0.09% | Reduce -1.8% | 549 | $344K |
| Estate Planners Group, LLC | 0.15% | — | 549 | $344K |
| Walker Financial Services, Inc. | 0.12% | Reduce -3.2% | 547 | $343K |
| Bay Capital Advisors, LLC | 0.21% | Add +12.3% | 547 | $343K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 546 | $342K |
| PW Nova Financial Services LLC | 0.13% | — | 541 | $340K |
| Howard Bailey Securities, LLC | 0.13% | Reduce -42.4% | 541 | $339K |
| Stirlingshire Investments, Inc. | 0.30% | — | 541 | $339K |
| Pacifica Partners Inc. | 0.15% | Reduce -13.1% | 538 | $338K |
| Scott & Selber, Inc. | 0.08% | Add +24.0% | 538 | $337K |
| Morse Asset Management, Inc | 0.07% | No change | 537 | $337K |
| Columbia Advisory Partners LLC | 0.23% | New | 537 | $337K |
| Lebenthal Global Advisors, LLC | 0.05% | Reduce -8.7% | 536 | $336K |
| Private Capital Advisors, Inc. | 0.03% | No change | 535 | $336K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | Add +0.2% | 534 | $335K |
| Atlantic Private Wealth, LLC | 0.21% | No change | 534 | $335K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | Add +4.1% | 534 | $335K |
| Hedeker Wealth, LLC | 0.07% | Reduce -43.5% | 533 | $334K |
| Seneca House Advisors | 0.12% | Add +23.1% | 532 | $334K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 532 | $334K |
| Sincerus Advisory, LLC | 0.27% | Add +0.6% | 531 | $333K |
| Harpswell Capital Advisors, LLC | 0.26% | Reduce -22.4% | 530 | $332K |
| Patton Fund Management, Inc. | 0.04% | No change | 530 | $332K |
| SVRN Asset Management, LLC | 0.27% | — | 529 | $332K |
| W Advisors, LLC | 0.17% | Reduce -13.6% | 528 | $331K |
| Chancellor Financial Group WB LP | 0.23% | Add +0.2% | 528 | $331K |
| Cushing Capital Partners, LLC | 0.25% | No change | 528 | $331K |
| Emergent Wealth Advisors, LLC | 0.19% | No change | 528 | $331K |
| West Branch Capital LLC | 0.09% | Reduce -2.6% | 528 | $331K |
| Hidden Cove Wealth Management, LLC | 0.21% | Reduce -22.9% | 528 | $331K |
| BlueSky Wealth Advisors, LLC | 0.04% | Add +7.3% | 527 | $330K |
| Courage Miller Partners, LLC | 0.10% | Add +42.2% | 526 | $330K |
| Rogco, LP | 0.11% | No change | 525 | $329K |
| Semus Wealth Partners LLC | 0.18% | Reduce -4.0% | 524 | $329K |
| United Bank | 0.11% | Add +10.6% | 524 | $329K |
| Overbrook Management Corp | 0.06% | Reduce -13.3% | 524 | $328K |
| Catalina Capital Group, LLC | 0.20% | New | 523 | $328K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 520 | $326K |
| Littlejohn Financial Services, Inc. | 0.24% | Add +2.8% | 520 | $326K |
| J.E. Simmons & Co., P.C. | 0.21% | — | 520 | $326K |
| Moller Wealth Partners | 0.07% | Reduce -3.4% | 520 | $326K |
| Clarendon Private LLC | 0.28% | Add +17.4% | 519 | $326K |
| Private Wealth Management Group, LLC | 0.09% | Add +1.8% | 518 | $325K |
| Parkside Investments, LLC | 0.04% | No change | 516 | $324K |
| Nvwm, LLC | 0.07% | Reduce -16.1% | 515 | $323K |
| Swmg, LLC | 0.09% | New | 508 | $323K |
| 626 Financial, LLC | 0.14% | Reduce -52.6% | 514 | $323K |
| Carolina Wealth Advisors, LLC | 0.14% | Reduce -5.0% | 514 | $322K |
| Maltin Wealth Management, Inc. | 0.13% | Reduce -3.4% | 514 | $322K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -90.6% | 513 | $322K |
| E6 Portfolios, LLC | 0.37% | — | 513 | $322K |
| Hofer & Associates. Inc | 0.17% | No change | 513 | $322K |
| Boulder Wealth Advisors, LLC | 0.14% | Reduce -5.7% | 513 | $322K |
| Main Street Research LLC | 0.02% | Reduce -51.5% | 513 | $322K |
| Concentrum Wealth Management | 0.09% | New | 513 | $322K |
| Clarity Financial LLC | 0.03% | Add +0.2% | 512 | $321K |
| Grove Street Fiduciary, LLC | 0.13% | Add +0.2% | 511 | $320K |
| Norden Group LLC | 0.03% | Add +0.2% | 510 | $320K |
| Pacific Wealth Management | 0.15% | No change | 510 | $320K |
| Access Financial Services, Inc. | 0.12% | Add +15.7% | 509 | $319K |
| New Perspectives, Inc | 0.11% | New | 507 | $318K |
| Motco | 0.03% | Reduce -19.3% | 507 | $318K |
| J. L. Bainbridge & Co., Inc. | 0.03% | New | 506 | $318K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 506 | $317K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -43.9% | 505 | $317K |
| White Knight Strategic Wealth Advisors, LLC | 0.23% | Reduce -1.0% | 504 | $316K |
| Decker Wealth Management LLC | 0.07% | — | 504 | $316K |
| Fusion Capital, LLC | 0.09% | Add +6.3% | 503 | $316K |
| Benson Investment Management Company, Inc. | 0.11% | Add +17.3% | 502 | $315K |
| O'ROURKE & COMPANY, Inc | 0.12% | Add +5.3% | 501 | $314K |
| East Coast Asset Management, LLC. | 0.09% | No change | 500 | $314K |
| Arq Wealth Advisors, LLC | 0.08% | No change | 500 | $314K |
| Allodium Investment Consultants, LLC | 0.16% | Add +41.2% | 497 | $312K |
| Joule Financial, LLC | 0.09% | Reduce -1.8% | 497 | $312K |
| Safe Harbor Wealth Advisors, LLC | 0.30% | — | 496 | $311K |
| Guidance Capital, Inc. | 0.08% | Add +0.8% | 489 | $310K |
| One Degree Advisors Inc | 0.09% | New | 495 | $310K |
| Rodgers & Associates, LTD | 0.03% | Add +2.3% | 492 | $309K |
| American National Bank & Trust | 0.03% | Add +75.4% | 491 | $308K |
| Greater Midwest Financial Group, LLC | 0.17% | Add +17.2% | 490 | $307K |
| Westside Investment Management, Inc. | 0.05% | No change | 489 | $307K |
| Curio Wealth, LLC | 0.11% | No change | 482 | $306K |
| 1832 Asset Management L.P. | 0.00% | No change | 487 | $305K |
| MB Generational Wealth, LLC | 0.16% | Reduce -1.8% | 486 | $305K |
| American Financial Advisors, LLC | 0.04% | Reduce -2.8% | 484 | $303K |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | Add +12.6% | 484 | $303K |
| Paradigm Capital Management, LLC | 0.28% | Add +0.4% | 482 | $302K |
| Mainsail Asset Management, LLC | 0.13% | New | 481 | $302K |
| Waycross Investment Management Co | 0.27% | Reduce -4.4% | 481 | $302K |
| Fairfield, Bush & Co. | 0.16% | Reduce -2.8% | 480 | $301K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -0.8% | 480 | $301K |
| Centennial Wealth Advisory LLC | 0.08% | Add +4.4% | 479 | $300K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $300K |
| Hilltop Wealth Advisors, LLC | 0.15% | Add +1.3% | 477 | $299K |
| Timmons Wealth Management, LLC | 0.29% | — | 476 | $299K |
| BKM Wealth Management, LLC | 0.11% | No change | 476 | $299K |
| Encompass Wealth Advisors, LLC | 0.10% | Add +0.6% | 475 | $298K |
| Golden Bell Financial Planning LLC | 0.25% | No change | 475 | $298K |
| Yardley Wealth Management LLC | 0.16% | New | 475 | $298K |
| CNB Bank | 0.12% | No change | 475 | $298K |
| Centerpoint Advisors, LLC | 0.09% | No change | 473 | $297K |
| Strategic Equity Management | 0.10% | No change | 473 | $297K |
| Blue Fin Capital, Inc. | 0.05% | Add +0.4% | 473 | $297K |
| Left Brain Wealth Management, LLC | 0.10% | New | 472 | $296K |
| Brown Miller Wealth Management, LLC | 0.08% | Add +16.6% | 471 | $295K |
| Divergent Planning, LLC | 0.08% | No change | 469 | $295K |
| Avaii Wealth Management, LLC | 0.11% | Add +24.7% | 469 | $294K |
| Waterford Advisors, LLC | 0.11% | Add +2.2% | 469 | $294K |
| Stolper Co | 0.09% | Reduce -1.5% | 469 | $294K |
| Meritas Wealth Management, LLC | 0.14% | Add +0.4% | 468 | $293K |
| Commonwealth Financial Services, LLC | 0.05% | Add +5.7% | 466 | $292K |
| Leeward Financial Partners, LLC | 0.08% | Add +7.4% | 466 | $292K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | Reduce -19.7% | 465 | $292K |
| Highland Financial Advisors, LLC | 0.08% | No change | 464 | $291K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Reduce -0.8% | 464 | $291K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 457 | $291K |
| RIA Advisory Group LLC | 0.07% | Add +0.7% | 464 | $291K |
| Platt Investment Counsel, LLC | 0.21% | No change | 463 | $290K |
| Fluent Financial, LLC | 0.11% | No change | 463 | $290K |
| Ehrlich Financial Group | 0.17% | Reduce -18.5% | 463 | $290K |
| Whipplewood Advisors, LLC | 0.19% | Reduce -0.9% | 462 | $290K |
| Great Waters Wealth Management | 0.03% | Add +12.2% | 460 | $289K |
| Red Reef Advisors LLC | 0.29% | — | 460 | $288K |
| Salus Financial Advisors, LLC | 0.17% | Add +16.5% | 460 | $288K |
| Riverstone Advisors, LLC | 0.14% | No change | 460 | $288K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Add +30.8% | 459 | $288K |
| ARK & TLK Investments, LLC | 0.08% | No change | 459 | $288K |
| OakTrust Wealth Advisors, LLC | 0.26% | — | 457 | $287K |
| Dempze Nancy E | 0.15% | New | 457 | $287K |
| Windsor Capital Management, LLC | 0.08% | Reduce -16.4% | 457 | $287K |
| Nia Impact Advisors, LLC | 0.10% | Add +1.8% | 455 | $285K |
| Ahara Advisors LLC | 0.26% | — | 454 | $285K |
| Chesapeake Asset Management LLC | 0.24% | Add +107.3% | 454 | $285K |
| Ark Wealth Advisors LLC | 0.31% | — | 454 | $285K |
| Asempa Wealth Advisors | 0.25% | — | 454 | $285K |
| Portfolio Strategies, Inc. | 0.03% | Add +28.8% | 452 | $284K |
| Basecamp Wealth Advisors LLC | 0.06% | — | 451 | $283K |
| M. Kraus & Co | 0.08% | No change | 450 | $282K |
| Tenret Co LLC | 0.14% | No change | 449 | $282K |
| Gilliland Jeter Wealth Management LLC | 0.09% | Add +7.4% | 449 | $282K |
| Ramirez Asset Management, Inc. | 0.04% | No change | 448 | $281K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | Add +0.9% | 448 | $281K |
| Legacy Wealth Management, LLC | 0.02% | New | 447 | $280K |
| Adkins Seale Capital Management LLC | 0.28% | — | 445 | $279K |
| MRWM Advisors, LLC | 0.15% | No change | 445 | $279K |
| SWP Financial LLC | 0.14% | Reduce -0.7% | 444 | $278K |
| Outlook Wealth Advisors, LLC | 0.06% | Reduce -1.6% | 444 | $278K |
| Abner Herrman & Brock LLC | 0.03% | No change | 443 | $278K |
| Affinity Wealth Management LLC | 0.04% | Add +8.1% | 443 | $278K |
| Montis Financial, LLC | 0.05% | Reduce -1.1% | 442 | $277K |
| Sacks & Associates, LLC | 0.20% | — | 442 | $277K |
| Core Wealth Advisors, LLC | 0.22% | — | 442 | $277K |
| Hummer Financial Advisory Services Inc | 0.20% | Reduce -14.0% | 441 | $277K |
| Genesis Financial Group, LLC | 0.16% | — | 441 | $277K |
| Birchcreek Wealth Management, LLC | 0.14% | Add +10.0% | 441 | $277K |
| Planning Center, Inc. | 0.03% | Add +0.2% | 439 | $275K |
| ESL Trust Services, LLC | 0.05% | No change | 439 | $275K |
| Capital Insight Partners, LLC | 0.06% | Add +5.8% | 439 | $275K |
| Bernzott Capital Advisors | 0.13% | New | 438 | $275K |
| Sawgrass Asset Management LLC | 0.03% | New | 437 | $274K |
| Net Worth Advisory Group | 0.06% | New | 437 | $274K |
| Greykasell Wealth Strategies, Inc. | 0.11% | Add +21500.0% | 432 | $271K |
| Bayshore Asset Management, LLC | 0.11% | No change | 432 | $271K |
| Private Management Group Inc. | 0.01% | Add +20.1% | 431 | $270K |
| Altus Wealth Group LLC | 0.11% | Add +6.4% | 430 | $270K |
| James Reed Financial Services, Inc. | 0.22% | No change | 430 | $270K |
| Garrison Point Advisors, LLC | 0.12% | Reduce -44.8% | 430 | $270K |
| Legal & General Group Plc | 0.00% | New | 430 | $270K |
| Akuna Securities LLC | 0.10% | New | 429 | $269K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 429 | $269K |
| Cosner Financial Group, LLC | 0.14% | No change | 428 | $268K |
| Wealth Preservation Advisors, LLC | 0.14% | No change | 428 | $268K |
| Bull Oak Capital, LLC | 0.11% | New | 427 | $268K |
| Clarity Retirement & Wealth, LLC | 0.24% | — | 426 | $267K |
| New World Advisors LLC | 0.05% | No change | 426 | $267K |
| FORM Wealth Advisors, LLC | 0.03% | — | 426 | $267K |
| Stephenson & Company, Inc. | 0.15% | No change | 426 | $267K |
| Portfolio Resources Advisor Group, Inc. | 0.27% | — | 425 | $267K |
| Kuhn & Co Investment Counsel | 0.18% | New | 425 | $266K |
| Centennial Advisors, LLC | 0.34% | — | 423 | $265K |
| Red Tortoise LLC | 0.11% | Reduce -89.5% | 423 | $265K |
| S&co Inc. | 0.02% | No change | 423 | $265K |
| Traub Capital Management LLC | 0.25% | No change | 422 | $265K |
| WPWealth LLP | 0.04% | Add +0.2% | 422 | $265K |
| Three Arch Wealth Management LLC | 0.05% | — | 419 | $263K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 418 | $262K |
| Powell Investment Advisors, LLC | 0.09% | Add +0.5% | 418 | $262K |
| Riggs Asset Managment Co. Inc. | 0.05% | Add +0.5% | 417 | $262K |
| LVZ, Inc. | 0.03% | Reduce -0.5% | 417 | $262K |
| Flagship Private Wealth, LLC | 0.10% | Add +0.5% | 416 | $261K |
| Blue Barn Wealth, LLC | 0.38% | Reduce -38.4% | 416 | $261K |
| Sicart Associates LLC | 0.07% | No change | 416 | $261K |
| Tempus Wealth Planning, LLC | 0.06% | Add +3.0% | 415 | $261K |
| Christine Messmer PC | 0.17% | — | 415 | $260K |
| Financial Guidance Group, Inc. | 0.11% | No change | 413 | $259K |
| Paulson Wealth Management Inc. | 0.06% | Reduce -17.1% | 413 | $259K |
| Aire Advisors, LLC | 0.05% | Reduce -0.2% | 413 | $259K |
| Samlyn Capital, LLC | 0.00% | Reduce -0.5% | 411 | $258K |
| Seneca Financial Advisors LLC | 0.08% | No change | 410 | $257K |
| SevenBridge Financial Group, LLC | 0.04% | Add +0.8% | 403 | $257K |
| PUREfi Wealth, LLC | 0.20% | No change | 407 | $255K |
| Security National Bank of Sioux City Iowa | 0.16% | Reduce -2.4% | 407 | $255K |
| Sun Group Wealth Partners | 0.20% | — | 406 | $255K |
| Cedar Point Capital Partners, LLC | 0.16% | Add +22.0% | 405 | $254K |
| Searle & Co. | 0.07% | No change | 405 | $254K |
| Bernicke Wealth Management, Ltd. | 0.03% | — | 405 | $254K |
| Orleans Capital Management Corp. | 0.16% | No change | 403 | $253K |
| Semitam Bonam LLC | 0.21% | New | 402 | $252K |
| Delta Investment Management, LLC | 0.04% | Add +21.1% | 401 | $251K |
| Wells Financial Advisors INC | 0.48% | No change | 400 | $251K |
| General Partner, Inc. | 0.14% | No change | 400 | $251K |
| Bravias Capital Group, LLC | 0.15% | Reduce -4.8% | 399 | $251K |
| David J Yvars Group | 0.13% | Add +0.5% | 399 | $250K |
| Hartford Funds Management Co LLC | 0.02% | New | 398 | $250K |
| Meadowbrook Wealth Management, LLC | 0.29% | No change | 398 | $250K |
| RMR Capital Management, LLC | 0.18% | Add +0.3% | 396 | $249K |
| Noble Family Wealth, LLC | 0.05% | New | 396 | $248K |
| Fogel Capital Management, Inc. | 0.11% | Add +2.1% | 396 | $248K |
| Guardian Wealth Management, Inc. | 0.15% | New | 394 | $247K |
| Cowa, LLC | 0.08% | New | 394 | $247K |
| Key Capital Management, INC | 0.24% | — | 394 | $247K |
| Burke & Herbert Bank & Trust Co. | 0.07% | Reduce -84.6% | 393 | $246K |
| Absolute Capital Management, LLC | 0.09% | Reduce -92.7% | 392 | $246K |
| Satovsky Asset Management LLC | 0.05% | Add +0.5% | 392 | $246K |
| Voisard Asset Management Group, Inc. | 0.05% | No change | 390 | $245K |
| MinichMacGregor Wealth Management, LLC | 0.04% | Reduce -11.6% | 389 | $244K |
| Core Wealth Management, Inc. | 0.08% | Reduce -14.9% | 389 | $244K |
| ONE Advisory Partners, LLC | 0.07% | No change | 387 | $243K |
| Prudent Man Investment Management, Inc. | 0.08% | Reduce -33.7% | 386 | $242K |
| Planwiser Financial, LLC | 0.18% | No change | 384 | $242K |
| Cogent Strategic Wealth LLC | 0.26% | — | 380 | $241K |
| Proactive Wealth Strategies LLC | 0.10% | Add +10.1% | 383 | $240K |
| Poinciana Advisors Group, LLC | 0.19% | Reduce -6.8% | 382 | $239K |
| Signature Wealth Management Partners, LLC | 0.12% | No change | 381 | $239K |
| Endowment Wealth Management, Inc. | 0.11% | New | 381 | $239K |
| John A. Wolfe & Associates, Inc. | 0.13% | — | 381 | $239K |
| Carr Financial Group Corp | 0.06% | Add +0.8% | 380 | $238K |
| Buck Wealth Strategies, LLC | 0.03% | Add +10.1% | 380 | $238K |
| Rockline Wealth Management, LLC | 0.05% | Add +1.6% | 377 | $236K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | No change | 377 | $236K |
| Cane Capital Partners, LLC | 0.10% | — | 376 | $236K |
| Pacific Sage Partners, LLC | 0.04% | New | 376 | $236K |
| NorthStar Asset Management LLC | 0.11% | New | 375 | $235K |
| Seaview Investment Managers LLC | 0.09% | Reduce -11.3% | 375 | $235K |
| Valicenti Advisory Services Inc. | 0.05% | New | 374 | $235K |
| Baron Financial Group, LLC | 0.13% | New | 375 | $235K |
| Opinicus Capital, Inc. | 0.16% | Add +0.8% | 375 | $235K |
| Oakmont Investment Advisors, Inc. | 0.17% | — | 373 | $234K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | Add +0.3% | 372 | $233K |
| Independent Wealth Advisors LLC | 0.24% | — | 371 | $232K |
| Aldebaran Financial Inc. | 0.21% | No change | 368 | $232K |
| Aureus Asset Management, LLC | 0.01% | Add +2.2% | 370 | $232K |
| Inlight Wealth Management, LLC | 0.08% | Add +19.4% | 369 | $232K |
| Randolph Co Inc | 0.02% | No change | 368 | $231K |
| CarsonAllaria Wealth Management, Ltd. | 0.11% | New | 367 | $230K |
| Briggs Wealth Management, Inc | 0.25% | — | 367 | $230K |
| Monetary Solutions, Ltd | 0.23% | — | 366 | $230K |
| Arvest Bank Trust Division | 0.01% | No change | 366 | $230K |
| Banque Transatlantique SA | 0.01% | No change | 365 | $229K |
| William John Sempolinski | 0.11% | — | 365 | $229K |
| Moneywise, Inc. | 0.10% | No change | 365 | $229K |
| Delta Financial Advisors LLC | 0.06% | Reduce -23.8% | 365 | $229K |
| Knuff & Co LLC | 0.07% | No change | 363 | $228K |
| Fca Corp. | 0.06% | Add +0.6% | 363 | $227K |
| Alternative Investment Advisors, LLC. | 0.10% | New | 361 | $227K |
| Union Savings Bank | 0.10% | — | 362 | $227K |
| SKY-Mountain Capital Management, Inc. | 0.15% | Add +0.3% | 355 | $226K |
| Transatlantique Private Wealth LLC | 0.07% | No change | 360 | $226K |
| Marathon Capital Management | 0.05% | Reduce -1.4% | 360 | $226K |
| Gray Private Wealth, LLC | 0.11% | New | 360 | $226K |
| Everpar Advisors LLC | 0.08% | Add +2.3% | 360 | $226K |
| Hiley Hunt Wealth Management | 0.10% | No change | 360 | $225K |
| Cadinha & Co. LLC | 0.03% | New | 359 | $225K |
| Copia Wealth Management | 0.16% | Add +0.6% | 359 | $225K |
| Continental Investors Services, Inc. | 0.29% | Reduce -0.3% | 353 | $225K |
| Hilltop Partners LLC | 0.06% | New | 358 | $225K |
| Live Oak Private Wealth LLC | 0.03% | No change | 358 | $225K |
| ZEGA Investments, LLC | 0.04% | Reduce -0.6% | 357 | $224K |
| Price Financial Group Wealth Management, Inc | 7.05% | — | 356 | $223K |
| Sonoma Private Wealth LLC | 0.27% | No change | 355 | $223K |
| Compass Financial Group, Inc. | 0.10% | No change | 355 | $223K |
| Marin Bay Wealth Advisors, LLC | 0.13% | — | 355 | $222K |
| Seven Springs Wealth Group, LLC | 0.06% | New | 354 | $222K |
| Ironwood Wealth Management, LLC. | 0.07% | Reduce -38.5% | 352 | $221K |
| One Wealth Management Investment & Advisory Services, LLC | 0.24% | New | 352 | $221K |
| Seven Post Investment Office LP | 0.08% | Reduce -7.4% | 352 | $221K |
| Wealth Analytics Partners, LLC | 0.09% | — | 351 | $220K |
| Boomfish Wealth Group, LLC | 0.12% | New | 351 | $220K |
| M Wealth Management, LLC | 0.19% | No change | 350 | $219K |
| Post Resch Tallon Group Inc. | 0.19% | New | 350 | $219K |
| Stewardship Concepts Financial Services LLC | 0.18% | — | 347 | $218K |
| Gerber, LLC | 0.12% | Add +0.6% | 346 | $217K |
| Journey Advisory Group, LLC | 0.02% | Add +4.5% | 345 | $216K |
| Triune Financial Partners, LLC | 0.05% | Add +0.3% | 339 | $216K |
| Shearwater Capital LLC | 0.12% | New | 344 | $216K |
| Archer Investment Management, LLC | 0.12% | Reduce -1.7% | 344 | $216K |
| Atlas Brown,Inc. | 0.06% | Reduce -24.7% | 344 | $216K |
| Provident Wealth Management, LLC | 0.06% | No change | 343 | $215K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -16.3% | 343 | $215K |
| American Money Management, LLC | 0.03% | Reduce -73.5% | 342 | $215K |
| Mason & Associates, LLC | 0.05% | Reduce -3.1% | 342 | $214K |
| Westbourne Investment Advisors, Inc. | 0.06% | No change | 341 | $214K |
| Redwood Wealth Management Group, LLC | 0.09% | New | 340 | $213K |
| Global Trust Wealth Management LLC | 0.16% | — | 340 | $213K |
| KW Wealth Management LLC | 0.32% | Add +2.4% | 339 | $213K |
| Beaton Management Co. Inc. | 0.09% | No change | 340 | $213K |
| Sterling Financial Planning, Inc. | 0.06% | New | 339 | $213K |
| Tilson Financial Group, Inc. | 0.07% | New | 339 | $212K |
| Berry Wealth Group, LP | 0.74% | Reduce -57.7% | 336 | $211K |
| Tenzing Financial LLC | 0.17% | — | 336 | $211K |
| Mindset Wealth Management, LLC | 0.06% | No change | 336 | $211K |
| Armstrong Henry H Associates Inc. | 0.02% | No change | 336 | $211K |
| McCartney Wealth Management LLC | 0.18% | — | 335 | $210K |
| Intergy Private Wealth, LLC | 0.06% | New | 335 | $210K |
| Spirit of America Management Corp. | 0.04% | Reduce -46.7% | 329 | $210K |
| Grant Street Asset Management, Inc. | 0.04% | Reduce -5.4% | 334 | $209K |
| Disciplined Investments, LLC | 0.08% | Add +0.6% | 334 | $209K |
| Dynamic Financial Group | 0.18% | Reduce -39.7% | 333 | $209K |
| NBZ Investment Advisors LLC | 0.09% | No change | 333 | $209K |
| Simmons Bank | 0.01% | No change | 332 | $208K |
| Silver Oak Advisory Group, Inc. | 0.09% | Reduce -19.6% | 332 | $208K |
| Archvest Wealth Advisors, Inc. | 0.13% | New | 331 | $208K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 331 | $208K |
| IAM Advisory, LLC | 0.05% | New | 331 | $208K |
| Bright Futures Wealth Management, LLC. | 0.15% | New | 330 | $207K |
| Wealth Alliance Advisory Group, LLC | 0.04% | New | 330 | $207K |
| Redwood Financial Network Corp | 0.13% | Reduce -13.0% | 328 | $206K |
| WealthTrust Asset Management, LLC | 0.14% | Reduce -2.4% | 328 | $206K |
| Goldstein Advisors, LLC | 0.02% | Reduce -17.4% | 328 | $206K |
| Elyxium Wealth, LLC | 0.06% | No change | 328 | $206K |
| Financial Alternatives, Inc | 0.12% | Reduce -24.0% | 326 | $205K |
| Karras Company, Inc. | 0.20% | — | 325 | $204K |
| Pin Oak Investment Advisors Inc. | 0.14% | Add +2.6% | 319 | $203K |
| Mission Hills Financial Advisory, LLC | 0.11% | New | 323 | $203K |
| Dean, Jacobson Financial Services, LLC | 0.13% | New | 322 | $202K |
| Field & Main Bank | 0.06% | No change | 322 | $202K |
| True Freedom Investing, LLC | 0.01% | New | 322 | $202K |
| Noble Wealth Management PBC | 0.10% | Add +222.0% | 322 | $202K |
| First National Bank of Hutchinson | 0.12% | New | 321 | $201K |
| Campbell Capital Management Inc. | 0.07% | New | 321 | $201K |
| Melfa Wealth Management, Inc. | 0.12% | New | 320 | $201K |
| Daytona Street Capital LLC | 0.16% | — | 320 | $201K |
| Dorato Capital Management | 0.15% | — | 309 | $196K |
| Wagner Wealth Management, LLC | 0.04% | Reduce -1.6% | 312 | $196K |
| Register Financial Advisors LLC | 0.07% | Add +0.3% | 307 | $192K |
| Your Advocates Ltd., LLP | 0.06% | Reduce -14.8% | 304 | $191K |
| Alexis Investment Partners, LLC | 0.07% | Add +0.3% | 303 | $190K |
| Kings Path Partners LLC | 0.07% | Add +0.3% | 302 | $189K |
| Garner Asset Management Corp | 0.07% | New | 300 | $188K |
| Bullock Wealth Management Group | 0.09% | — | 297 | $186K |
| Davis Capital Management | 0.13% | Add +11.4% | 293 | $184K |
| Roxbury Financial LLC | 0.16% | No change | 291 | $182K |
| Aspect Partners, LLC | 0.08% | Reduce -14.6% | 280 | $176K |
| 2UniFi Bank | 0.08% | No change | 279 | $175K |
| Sachetta, LLC | 0.10% | Reduce -80.1% | 278 | $174K |
| Hilton Head Capital Partners, LLC | 0.10% | — | 271 | $170K |
| Cornerstone Financial Management LLC | 0.16% | — | 270 | $169K |
| Jackson Hole Capital Partners, LLC | 0.03% | Add +15.2% | 265 | $166K |
| Winnacle Wealth LLC | 0.12% | New | 263 | $165K |
| Frisco Financial Planning LLC | 0.14% | Add +0.8% | 259 | $162K |
| Dakota Community Bank & Trust NA | 0.54% | Reduce -72.7% | 252 | $158K |
| Stone House Investment Management, LLC | 0.02% | No change | 245 | $154K |
| REAP Financial Group, LLC | 0.03% | Reduce -0.4% | 243 | $153K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -20.3% | 239 | $150K |
| Rowlandmiller & Partners.adv | 0.03% | Add +0.4% | 239 | $150K |
| Capital Investment Counsel, Inc | 0.02% | New | 235 | $147K |
| Wallace Hart LLC | 0.11% | No change | 230 | $144K |
| Chelsea Counsel Co. | 0.06% | No change | 228 | $143K |
| Centennial Bank | 0.06% | No change | 224 | $140K |
| Frankly Finances, LLC | 0.13% | — | 220 | $138K |
| Breakwater Investment Management | 0.05% | No change | 219 | $137K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 218 | $137K |
| Westend Capital Management, LLC | 0.04% | No change | 218 | $137K |
| Marshall & Sterling Wealth Advisors Inc. | 0.09% | Add +211.8% | 212 | $133K |
| Covestor Ltd | 0.07% | Add +6900.0% | 210 | $132K |
| McMillan Office, Inc. | 0.02% | — | 204 | $128K |
| Truvestments Capital LLC | 0.02% | No change | 202 | $127K |
| Game Plan Financial Advisors, LLC | 0.05% | Add +2.0% | 201 | $126K |
| Quaker Wealth Management, LLC | 0.04% | Add +99.0% | 199 | $125K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $125K |
| Beacon Financial Strategies CORP | 0.07% | New | 198 | $124K |
| PFS Partners, LLC | 0.06% | Add +0.5% | 193 | $121K |
| WPG Advisers, LLC | 0.09% | No change | 190 | $119K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +93.8% | 188 | $118K |
| Matrix Private Capital Group LLC | 0.06% | Add +186.2% | 186 | $116K |
| Miller Capital Partners, Inc. | 0.06% | — | 185 | $116K |
| Pinney & Scofield, Inc. | 0.07% | Add +0.5% | 185 | $116K |
| North Ridge Wealth Advisors, Inc. | 0.06% | Reduce -60.0% | 183 | $115K |
| NorthAvenue LLC | 0.09% | — | 182 | $114K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -15.2% | 173 | $108K |
| IFC & Insurance Marketing, Inc. | 0.11% | — | 171 | $108K |
| Bank & Trust Co | 0.08% | No change | 172 | $108K |
| Atwood & Palmer Inc. | 0.01% | Add +183.3% | 170 | $107K |
| Godfrey Financial Associates, Inc. | 0.09% | — | 168 | $105K |
| GGM Financial LLC | 0.05% | Add +121.6% | 164 | $103K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -20.9% | 163 | $102K |
| Prosperity Bancshares Inc | 0.09% | — | 162 | $102K |
| Proathlete Wealth Management LLC | 0.03% | New | 162 | $102K |
| Bitterroot Capital Advisors LLC | 0.07% | — | 161 | $101K |
| 1 North Wealth Services LLC | 0.03% | Add +500.0% | 156 | $98K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | Reduce -3.8% | 152 | $95K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 150 | $94K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $94K |
| Goodman Advisory Group, LLC | 0.02% | No change | 150 | $94K |
| Mechanics Financial Corp | 0.03% | No change | 149 | $93K |
| Weaver Capital Management LLC | 0.02% | Reduce -27.2% | 147 | $92K |
| LM Advisors LLC | 0.36% | Reduce -35.7% | 56,899 | $91K |
| Vision Financial Markets LLC | 0.09% | No change | 141 | $88K |
| CDKV Holdings LLC | 0.07% | — | 139 | $87K |
| POM Investment Strategies, LLC | 0.04% | Reduce -72.3% | 138 | $87K |
| Lummis Asset Management, LP | 0.05% | No change | 133 | $83K |
| IFS Advisors, LLC | 0.04% | Reduce -48.2% | 132 | $83K |
| EPG Wealth Management LLC | 0.02% | Add +357.1% | 128 | $80K |
| Founders Capital Management | 0.04% | No change | 128 | $80K |
| Strategic Advocates LLC | 0.02% | Add +23.5% | 121 | $76K |
| FWL Investment Management, LLC | 0.02% | No change | 120 | $75K |
| Ankerstar Wealth, LLC | 0.07% | — | 117 | $73K |
| Transce3nd, LLC | 0.59% | No change | 114 | $73K |
| Cordant, Inc. | 0.03% | No change | 116 | $73K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -0.9% | 114 | $71K |
| Navigoe, LLC | 0.04% | No change | 114 | $71K |
| Basepoint Wealth LLC | 0.04% | New | 111 | $70K |
| Team Financial Group, LLC | 0.03% | New | 111 | $70K |
| Lynch Asset Management, Inc. | 0.02% | No change | 110 | $69K |
| SIMA Wealth Partners, LLC | 0.05% | Reduce -14.3% | 108 | $68K |
| Zeit Capital LLC | 0.04% | No change | 102 | $64K |
| Investors Portfolio Services LLC | 0.06% | — | 101 | $63K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 98 | $62K |
| Arbor Wealth Management LLC\AZ | 0.05% | — | 95 | $59K |
| Avalon Trust Co | 0.00% | Reduce -68.8% | 92 | $58K |
| Eukles Asset Management | 0.02% | No change | 90 | $56K |
| Abound Financial, LLC | 0.02% | New | 90 | $56K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 89 | $56K |
| Sherman Asset Management, Inc. | 0.05% | No change | 87 | $55K |
| American Wealth Advisors, LLC | 0.05% | Reduce -11.1% | 80 | $50K |
| Evelyn Partners Investment Management LLP | 0.00% | Add +3750.0% | 77 | $48K |
| Gilpin Wealth Management, LLC | 0.04% | — | 76 | $48K |
| Windsor Advisory Group, LLC | 0.04% | Reduce -78.3% | 75 | $47K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 72 | $45K |
| Financial Network Wealth Advisors LLC | 0.05% | No change | 70 | $44K |
| Turning Point Benefit Group, Inc. | 0.02% | No change | 67 | $42K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | Reduce -2.9% | 67 | $42K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -71.0% | 66 | $42K |
| Decker Retirement Planning Inc. | 0.02% | Reduce -50.8% | 66 | $41K |
| Redwood Park Advisors LLC | 0.03% | New | 65 | $41K |
| Tripletail Wealth Management, LLC | 0.05% | Reduce -14.7% | 64 | $40K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -13.7% | 63 | $40K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 62 | $39K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 62 | $39K |
| Contravisory Investment Management, Inc. | 0.01% | Add +15.1% | 61 | $38K |
| Advocate Investing Services LLC | 0.03% | — | 59 | $37K |
| Kozak & Associates, Inc. | 0.01% | Reduce -41.2% | 57 | $36K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $36K |
| Thompson Investment Management, Inc. | 0.00% | Add +22.7% | 54 | $34K |
| Redmont Wealth Advisors LLC | 0.05% | Add +8.3% | 52 | $33K |
| Premier Financial Group | 0.01% | No change | 51 | $32K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -5.6% | 51 | $32K |
| Signature Equity Partners, LLC | 0.02% | — | 50 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 50 | $31K |
| Creative Capital Management Investments LLC | 0.01% | Add +900.0% | 50 | $31K |
| Pflug Koory, LLC | 0.01% | Reduce -59.0% | 50 | $31K |
| CoreFirst Bank & Trust | 0.02% | New | 49 | $31K |
| Camelot Portfolios, LLC | 0.02% | New | 44 | $27K |
| Innovative Advisory Group, LLC | 0.02% | No change | 43 | $27K |
| United Community Bank | 0.01% | New | 43 | $27K |
| Quattro Advisors LLC | 0.02% | — | 43 | $27K |
| Nvest Wealth Strategies, Inc. | 0.02% | — | 41 | $26K |
| Ballast Advisors LLC | 0.01% | Reduce -71.4% | 40 | $25K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $24K |
| True Wealth Design, LLC | 0.01% | Reduce -54.2% | 38 | $24K |
| Milestone Investment Advisors LLC | 0.01% | No change | 37 | $23K |
| Burkett Financial Services, LLC | 0.01% | Reduce -78.5% | 35 | $22K |
| RHL Group, LLC | 0.02% | — | 32 | $20K |
| Hughes Financial Services, LLC | 0.00% | No change | 30 | $19K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 25 | $16K |
| Aberdeen Wealth Management LLC | 0.01% | Add +242.9% | 24 | $15K |
| Broadwater Capital Management LLC | 0.01% | No change | 24 | $15K |
| Reflection Asset Management | 0.01% | — | 21 | $13K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 21 | $13K |
| Rachor Investment Advisory Services, LLC | 0.01% | — | 20 | $13K |
| Friedenthal Financial | 0.01% | Add +300.0% | 20 | $13K |
| Bare Financial Services, Inc | 0.00% | Reduce -35.7% | 18 | $11K |
| Arvest Investments, Inc. | 0.00% | No change | 18 | $11K |
| Valued Wealth Advisors LLC | 0.00% | No change | 17 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $11K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -92.3% | 16 | $10K |
| Rice Partnership, LLC | 0.00% | Add +16.7% | 14 | $9K |
| Horizon Financial Services, LLC | 0.00% | No change | 13 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.15% | No change | 13 | $8K |
| Winthrop Capital Management, LLC | 0.00% | New | 13 | $8K |
| CKW Financial Group | 0.00% | Add +550.0% | 13 | $8K |
| Benson Wealth Management INC | 0.01% | — | 9 | $6K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 9 | $6K |
| Meramec Financial Planners, LLC | 0.00% | — | 7 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | New | 7 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $4K |
| Gould Capital, LLC | 0.00% | No change | 6 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 5 | $3K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 4 | $3K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 2 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 2 | $1K |
| Miller Global Investments, LLC | 0.00% | — | 2 | $1K |
| Wellington Shields & Co., LLC | 0.00% | Add +100.0% | 2 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -98.9% | 1 | $628 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 1 | $627 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 1 | $627 |
"% of holder's portfolio" is VOO's weight in each manager's 13F, not the share of Vanguard S&P 500 ETF the manager owns.